AllSquare Wealth Management’s Babcock & Wilcox BW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$9 Hold
3
﹤0.01% 534
2025
Q2
$3 Hold
3
﹤0.01% 537
2025
Q1
$2 Hold
3
﹤0.01% 537
2024
Q4
$5 Hold
3
﹤0.01% 535
2024
Q3
$6 Hold
3
﹤0.01% 540
2024
Q2
$4 Hold
3
﹤0.01% 535
2024
Q1
$3 Hold
3
﹤0.01% 535
2023
Q4
$4 Hold
3
﹤0.01% 534
2023
Q3
$13 Hold
3
﹤0.01% 541
2023
Q2
$15 Hold
3
﹤0.01% 561
2023
Q1
$18 Hold
3
﹤0.01% 554
2022
Q4
$17 Hold
3
﹤0.01% 531
2022
Q3
$0 Hold
3
﹤0.01% 502
2022
Q2
$0 Hold
3
﹤0.01% 504
2022
Q1
$0 Hold
3
﹤0.01% 505
2021
Q4
$0 Hold
3
﹤0.01% 490
2021
Q3
$0 Hold
3
﹤0.01% 482
2021
Q2
$0 Hold
3
﹤0.01% 497
2021
Q1
$0 Hold
3
﹤0.01% 493
2020
Q4
$0 Hold
3
﹤0.01% 458
2020
Q3
$0 Hold
3
﹤0.01% 465
2020
Q2
$0 Hold
3
﹤0.01% 466
2020
Q1
$0 Hold
3
﹤0.01% 455
2019
Q4
$0 Hold
3
﹤0.01% 448
2019
Q3
$0 Sell
3
-1
-25% -$4 ﹤0.01% 452
2019
Q2
$0 Hold
4
﹤0.01% 457
2019
Q1
$0 Hold
4
﹤0.01% 461
2018
Q4
$0 Hold
4
﹤0.01% 456
2018
Q3
$0 Hold
4
﹤0.01% 476
2018
Q2
$0 Hold
4
﹤0.01% 482
2018
Q1
$0 Hold
4
﹤0.01% 398
2017
Q4
$0 Hold
4
﹤0.01% 386
2017
Q3
$0 Hold
4
﹤0.01% 367
2017
Q2
$0 Hold
4
﹤0.01% 189
2017
Q1
$0 Hold
4
﹤0.01% 372
2016
Q4
$1K Hold
4
﹤0.01% 317
2016
Q3
$1K Hold
4
﹤0.01% 301
2016
Q2
$1K Hold
4
﹤0.01% 288
2016
Q1
$1K Hold
4
﹤0.01% 291
2015
Q4
$1K Hold
4
﹤0.01% 290
2015
Q3
$1K Buy
+4
New +$738 ﹤0.01% 299

Other funds holding BW

AllSquare Wealth Management's BW Position: Q3 2025 in Review

AllSquare Wealth Management held its Babcock & Wilcox (BW) position steady in Q3 2025 at 3 shares worth $9. The position accounts for ﹤0.01% of the portfolio, ranked #534.

AllSquare Wealth Management first reported a position in BW in Q3 2015 and has held it in 41 quarters since. The position peaked at $1K in Q4 2016. 94 funds tracked by Wall St. Rank hold BW as of Q3 2025.

  • AllSquare Wealth Management held 3 shares of Babcock & Wilcox worth $9 as of Q3 2025.
  • AllSquare Wealth Management left its Babcock & Wilcox share count unchanged in Q3 2025.
  • Babcock & Wilcox made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #534 holding.
  • AllSquare Wealth Management first reported a position in Babcock & Wilcox in Q3 2015 and has held it in 41 quarters since.
  • AllSquare Wealth Management's Babcock & Wilcox position peaked at $1K in Q4 2016.
  • 94 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.