Allworth Financial’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $291K | Buy |
2,251
+183
| +9% | +$23.7K | ﹤0.01% | 1018 |
|
2025
Q1 | $239K | Buy |
2,068
+784
| +61% | +$90.7K | ﹤0.01% | 885 |
|
2024
Q4 | $156K | Buy |
1,284
+142
| +12% | +$17.3K | ﹤0.01% | 1039 |
|
2024
Q3 | $154K | Buy |
1,142
+406
| +55% | +$54.8K | ﹤0.01% | 904 |
|
2024
Q2 | $101K | Buy |
736
+15
| +2% | +$2.06K | ﹤0.01% | 1069 |
|
2024
Q1 | $93.2K | Buy |
721
+12
| +2% | +$1.55K | ﹤0.01% | 1043 |
|
2023
Q4 | $81.1K | Sell |
709
-10
| -1% | -$1.14K | ﹤0.01% | 1023 |
|
2023
Q3 | $65.5K | Sell |
719
-192
| -21% | -$17.5K | ﹤0.01% | 1031 |
|
2023
Q2 | $103K | Sell |
911
-3,045
| -77% | -$343K | ﹤0.01% | 889 |
|
2023
Q1 | $414K | Buy |
3,956
+38
| +1% | +$3.98K | ﹤0.01% | 504 |
|
2022
Q4 | $433K | Buy |
3,918
+12
| +0.3% | +$1.33K | ﹤0.01% | 485 |
|
2022
Q3 | $341K | Buy |
3,906
+522
| +15% | +$45.6K | ﹤0.01% | 492 |
|
2022
Q2 | $265K | Sell |
3,384
-435
| -11% | -$34.1K | ﹤0.01% | 503 |
|
2022
Q1 | $326K | Buy |
3,819
+457
| +14% | +$39K | ﹤0.01% | 466 |
|
2021
Q4 | $403K | Buy |
3,362
+353
| +12% | +$42.3K | 0.01% | 404 |
|
2021
Q3 | $372K | Buy |
3,009
+9
| +0.3% | +$1.11K | 0.01% | 366 |
|
2021
Q2 | $360K | Hold |
3,000
| – | – | 0.01% | 295 |
|
2021
Q1 | $316K | Hold |
3,000
| – | – | 0.01% | 292 |
|
2020
Q4 | $305K | Hold |
3,000
| – | – | 0.01% | 233 |
|
2020
Q3 | $252K | Hold |
3,000
| – | – | 0.01% | 219 |
|
2020
Q2 | $195K | Hold |
3,000
| – | – | 0.01% | 240 |
|
2020
Q1 | $195K | Hold |
3,000
| – | – | 0.01% | 244 |
|
2019
Q4 | $236K | Buy |
+3,000
| New | +$236K | 0.01% | 178 |
|