A detailed history of Nicola Wealth Management Ltd. transactions in Stem, Inc. stock. As of the latest transaction made, Nicola Wealth Management Ltd. holds 400,000 shares of STEM stock, worth $444,000. This represents 0.1% of its overall portfolio holdings.

Number of Shares
400,000
Previous 535,000 25.23%
Holding current value
$444,000
Previous $2.08 Million 57.78%
% of portfolio
0.1%
Previous 0.25%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

SELL
$1.78 - $3.74 $240,300 - $504,900
-135,000 Reduced 25.23%
400,000 $876,000
Q4 2023

Feb 08, 2024

BUY
$2.4 - $4.14 $108,000 - $186,300
45,000 Added 9.18%
535,000 $2.08 Million
Q3 2023

Nov 14, 2023

SELL
$4.06 - $7.34 $243,599 - $440,400
-60,000 Reduced 10.91%
490,000 $2.08 Million
Q2 2023

Aug 10, 2023

BUY
$3.8 - $6.54 $190,000 - $327,000
50,000 Added 10.0%
550,000 $3.15 Million
Q1 2023

May 10, 2023

BUY
$5.5 - $10.75 $1.24 Million - $2.42 Million
225,000 Added 81.82%
500,000 $2.84 Million
Q3 2022

Nov 14, 2022

SELL
$7.15 - $17.42 $607,750 - $1.48 Million
-85,000 Reduced 23.61%
275,000 $3.67 Million
Q1 2022

May 09, 2022

BUY
$7.49 - $19.24 $1.24 Million - $3.17 Million
165,000 Added 84.62%
360,000 $3.96 Million
Q4 2021

Feb 09, 2022

BUY
$17.56 - $26.65 $790,200 - $1.2 Million
45,000 Added 30.0%
195,000 $3.7 Million
Q3 2021

Nov 12, 2021

BUY
$21.34 - $37.0 $2.56 Million - $4.44 Million
120,000 Added 400.0%
150,000 $3.58 Million
Q2 2021

Aug 12, 2021

BUY
$16.38 - $36.81 $491,399 - $1.1 Million
30,000 New
30,000 $1.08 Million

Others Institutions Holding STEM

About STEM, INC.


  • Ticker STEM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 154,228,000
  • Market Cap $171M
  • Description
  • Stem, Inc. operates as a digitally connected and intelligent energy storage network provider in the United States and internationally. It offers energy storage systems sourced from original equipment manufacturers (OEMs). The company also provides Athena, an artificial intelligence platform, which offers battery hardware and software-enabled ser...
More about STEM
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