AllSquare Wealth Management’s DuPont de Nemours DD Stock Holding History

AllSquare Wealth Management’s Portfolio DD Stock Details DD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$24.7K	Hold	253	–	–	0.01%	293
2025 Q2	$21.7K	Hold	253	–	–	0.01%	310
2025 Q1	$23.7K	Hold	253	–	–	0.01%	286
2024 Q4	$24.2K	Hold	253	–	–	0.01%	283
2024 Q3	$28.2K	Hold	253	–	–	0.02%	271
2024 Q2	$25.5K	Hold	253	–	–	0.02%	273
2024 Q1	$24.3K	Hold	253	–	–	0.01%	274
2023 Q4	$24.4K	Hold	253	–	–	0.02%	274
2023 Q3	$23.6K	Hold	253	–	–	0.02%	278
2023 Q2	$21.8K	Hold	253	–	–	0.01%	288
2023 Q1	$22.8K	Hold	253	–	–	0.01%	289
2022 Q4	$21.8K	Hold	253	–	–	0.01%	281
2022 Q3	$16K	Hold	253	–	–	0.01%	297
2022 Q2	$18K	Hold	253	–	–	0.01%	299
2022 Q1	$23K	Hold	253	–	–	0.01%	302
2021 Q4	$26K	Hold	253	–	–	0.02%	298
2021 Q3	$22K	Hold	253	–	–	0.01%	298
2021 Q2	$25K	Hold	253	–	–	0.01%	302
2021 Q1	$24K	Hold	253	–	–	0.01%	294
2020 Q4	$23K	Hold	253	–	–	0.02%	265
2020 Q3	$18K	Hold	253	–	–	0.01%	274
2020 Q2	$17K	Hold	253	–	–	0.01%	274
2020 Q1	$11K	Sell	253 -16	-6%	-$979	0.01%	296
2019 Q4	$22K	Hold	269	–	–	0.02%	253
2019 Q3	$24K	Hold	269	–	–	0.02%	244
2019 Q2	$25K	Sell	269 -182	-40%	-$21.7K	0.02%	245
2019 Q1	$61K	Hold	451	–	–	0.05%	166
2018 Q4	$61K	Hold	451	–	–	0.05%	147
2018 Q3	$74K	Sell	451 -944	-68%	-$162K	0.06%	140
2018 Q2	$233K	Buy	1,395 +29	+2%	+$4.86K	0.18%	69
2018 Q1	$220K	Sell	1,366 -51	-4%	-$9.22K	0.17%	64
2017 Q4	$256K	Buy	1,417 +803	+131%	+$145K	0.2%	57
2017 Q3	$108K	Buy	+614	New	+$102K	0.09%	97
2017 Q2	–	Sell	-376	Closed	-$60K	–	204
2017 Q1	$60K	Hold	376	–	–	0.05%	123
2016 Q4	$54K	Hold	376	–	–	0.05%	129
2016 Q3	$49K	Hold	376	–	–	0.05%	123
2016 Q2	$47K	Buy	376 +40	+12%	+$5.26K	0.05%	122
2016 Q1	$43K	Hold	336	–	–	0.04%	126
2015 Q4	$44K	Hold	336	–	–	0.04%	122
2015 Q3	$36K	Hold	336	–	–	0.04%	129
2015 Q2	$44K	Hold	336	–	–	0.04%	128
2015 Q1	$41K	Hold	336	–	–	0.04%	135
2014 Q4	$39K	Buy	+336	New	+$40.9K	0.04%	137

Other funds holding DD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

AllSquare Wealth Management held its DuPont de Nemours (DD) position steady in Q3 2025 at 253 shares worth $24.7K. The position accounts for 0.01% of the portfolio, ranked #293.

AllSquare Wealth Management first reported a position in DD in Q4 2014 and has held it in 43 quarters since. The position peaked at $256K in Q4 2017. 1,358 funds tracked by Wall St. Rank hold DD as of Q3 2025.

AllSquare Wealth Management held 253 shares of DuPont de Nemours worth $24.7K as of Q3 2025.
AllSquare Wealth Management left its DuPont de Nemours share count unchanged in Q3 2025.
DuPont de Nemours made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #293 holding.
AllSquare Wealth Management first reported a position in DuPont de Nemours in Q4 2014 and has held it in 43 quarters since.
AllSquare Wealth Management's DuPont de Nemours position peaked at $256K in Q4 2017.
1,358 funds tracked by Wall St. Rank held DuPont de Nemours as of Q3 2025.

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