Ascent Wealth Partners’s Xylem XYL Stock Holding History

Ascent Wealth Partners’s Portfolio XYL Stock Details XYL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.85M	Buy	14,298 +69	+0.5%	+$8.93K	0.23%	89
2025 Q1	$1.7M	Buy	14,229 +101	+0.7%	+$12.1K	0.23%	92
2024 Q4	$1.64M	Sell	14,128 -25	-0.2%	-$2.9K	0.22%	81
2024 Q3	$1.91M	Buy	14,153 +48	+0.3%	+$6.48K	0.27%	77
2024 Q2	$1.91M	Buy	14,105 +178	+1%	+$24.1K	0.28%	72
2024 Q1	$1.8M	Sell	13,927 -87	-0.6%	-$11.2K	0.27%	74
2023 Q4	$1.6M	Buy	14,014 +318	+2%	+$36.4K	0.26%	74
2023 Q3	$1.25M	Sell	13,696 -22	-0.2%	-$2K	0.23%	86
2023 Q2	$1.5M	Buy	13,718 +534	+4%	+$58.3K	0.26%	78
2023 Q1	$1.38M	Buy	13,184 +205	+2%	+$21.5K	0.28%	78
2022 Q4	$1.44M	Sell	12,979 -116	-0.9%	-$12.8K	0.31%	72
2022 Q3	$1.14M	Sell	13,095 -522	-4%	-$45.6K	0.27%	80
2022 Q2	$1.08M	Buy	+13,617	New	+$1.08M	0.24%	83
2020 Q2	–	Sell	-5,321	Closed	-$347K	–	117
2020 Q1	$347K	Hold	5,321	–	–	0.13%	86
2019 Q4	$419K	Hold	5,321	–	–	0.12%	88
2019 Q3	$424K	Hold	5,321	–	–	0.13%	87
2019 Q2	$445K	Hold	5,321	–	–	0.14%	86
2019 Q1	$421K	Hold	5,321	–	–	0.14%	87
2018 Q4	$355K	Hold	5,321	–	–	0.14%	91
2018 Q3	$425K	Hold	5,321	–	–	0.14%	95
2018 Q2	$359K	Hold	5,321	–	–	0.13%	97
2018 Q1	$409K	Hold	5,321	–	–	0.15%	94
2017 Q4	$363K	Hold	5,321	–	–	0.14%	99
2017 Q3	$333K	Hold	5,321	–	–	0.13%	99
2017 Q2	$295K	Hold	5,321	–	–	0.13%	98
2017 Q1	$267K	Hold	5,321	–	–	0.12%	104
2016 Q4	$263K	Hold	5,321	–	–	0.13%	103
2016 Q3	$279K	Hold	5,321	–	–	0.14%	99
2016 Q2	$238K	Hold	5,321	–	–	0.12%	102
2016 Q1	$218K	Buy	+5,321	New	+$218K	0.12%	104
2015 Q1	–	Sell	-5,321	Closed	-$203K	–	118
2014 Q4	$203K	Buy	+5,321	New	+$203K	0.12%	110
2014 Q3	–	Sell	-5,321	Closed	-$208K	–	110
2014 Q2	$208K	Buy	+5,321	New	+$208K	0.13%	102
2014 Q1	–	Sell	-5,996	Closed	-$207K	–	104
2013 Q4	$207K	Buy	+5,996	New	+$207K	0.15%	97