Atticus Wealth Management’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Buy |
1,877
+1
| +0.1% | +$129 | 0.07% | 144 |
|
|
2025
Q1 | $224K | Buy |
1,876
+1
| +0.1% | +$119 | 0.07% | 112 |
|
|
2024
Q4 | $218K | Sell |
1,875
-300
| -14% | -$34.8K | 0.07% | 113 |
|
|
2024
Q3 | $294K | Buy |
2,175
+229
| +12% | +$30.9K | 0.09% | 99 |
|
|
2024
Q2 | $264K | Buy |
1,946
+376
| +24% | +$51K | 0.09% | 101 |
|
|
2024
Q1 | $203K | Buy |
1,570
+41
| +3% | +$5.3K | 0.07% | 121 |
|
|
2023
Q4 | $175K | Buy |
1,529
+1
| +0.1% | +$114 | 0.06% | 126 |
|
|
2023
Q3 | $139K | Hold |
1,528
| – | – | 0.05% | 149 |
|
|
2023
Q2 | $172K | Buy |
1,528
+531
| +53% | +$59.8K | 0.06% | 143 |
|
|
2023
Q1 | $104K | Sell |
997
-599
| -38% | -$62.7K | 0.04% | 169 |
|
|
2022
Q4 | $176K | Sell |
1,596
-45
| -3% | -$4.98K | 0.07% | 132 |
|
|
2022
Q3 | $128K | Hold |
1,641
| – | – | 0.06% | 146 |
|
|
2022
Q2 | $128K | Sell |
1,641
-26
| -2% | -$2.03K | 0.05% | 163 |
|
|
2022
Q1 | $142K | Buy |
1,667
+240
| +17% | +$20.4K | 0.05% | 169 |
|
|
2021
Q4 | $171K | Buy |
1,427
+1,097
| +332% | +$131K | 0.07% | 134 |
|
|
2021
Q3 | $41K | Buy |
330
+40
| +14% | +$4.97K | 0.02% | 255 |
|
|
2021
Q2 | $35K | Hold |
290
| – | – | 0.02% | 258 |
|
|
2021
Q1 | $31K | Buy |
290
+65
| +29% | +$6.95K | 0.01% | 248 |
|
|
2020
Q4 | $23K | Hold |
225
| – | – | 0.01% | 253 |
|
|
2020
Q3 | $19K | Hold |
225
| – | – | 0.01% | 227 |
|
|
2020
Q2 | $15K | Hold |
225
| – | – | 0.01% | 228 |
|
|
2020
Q1 | $15K | Buy |
225
+40
| +22% | +$2.67K | 0.01% | 217 |
|
|
2019
Q4 | $15K | Buy |
+185
| New | +$15K | 0.01% | 237 |
|