Burleson & Company, LLC
- SEC CIK
- 0001733510
- Latest filing
- Jan 31, 2023
STEM holding history
Stem, Inc. in every 13F filed by Burleson & Company, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
STEM overviewAll 13F holders of STEMFull Q4 2022 holdings
- Shares (Q4 2022)
- 153,585
- Value
- $1.37M
- % of portfolio
- 0.3%
- Quarters held
- 7
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2022 | 153,585 | $1.37M | 0.3% | −546,477−78.1% | Reduced | Holders |
| Q3 2022 | 700,062 | $9.34M | 2.0% | −10,098−1.4% | Reduced | Holders |
| Q2 2022 | 710,160 | $5.08M | 1.1% | +105,556+17.5% | Added | Holders |
| Q1 2022 | 604,604 | $6.66M | 1.1% | +98,852+19.5% | Added | Holders |
| Q4 2021 | 505,752 | $9.59M | 1.4% | +55,058+12.2% | Added | Holders |
| Q3 2021 | 450,694 | $10.8M | 1.6% | −64,291−12.5% | Reduced | Holders |
| Q2 2021 | 514,985 | $12.2M | 1.8% | +514,985 | New | Holders |