Atria Wealth Solutions’s Xylem XYL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$616K Sell
4,763
-2,655
-36% -$343K 0.01% 828
2025
Q1
$886K Buy
+7,418
New +$886K 0.01% 929
2024
Q4
Sell
-1,903
Closed -$257K 2076
2024
Q3
$257K Sell
1,903
-1,960
-51% -$265K ﹤0.01% 1591
2024
Q2
$524K Sell
3,863
-301
-7% -$40.8K 0.01% 1204
2024
Q1
$538K Sell
4,164
-441
-10% -$57K 0.01% 1218
2023
Q4
$527K Buy
4,605
+196
+4% +$22.4K 0.01% 1172
2023
Q3
$401K Buy
4,409
+101
+2% +$9.19K 0.01% 1237
2023
Q2
$485K Sell
4,308
-269
-6% -$30.3K 0.01% 1171
2023
Q1
$479K Sell
4,577
-45
-1% -$4.71K 0.01% 1158
2022
Q4
$511K Sell
4,622
-28
-0.6% -$3.1K 0.01% 1059
2022
Q3
$406K Sell
4,650
-331
-7% -$28.9K 0.01% 1137
2022
Q2
$389K Buy
4,981
+1,070
+27% +$83.6K 0.01% 1059
2022
Q1
$333K Buy
+3,911
New +$333K 0.01% 1265