Axxcess Wealth Management’s Xylem XYL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,177
| Closed | -$260K | – | 930 |
|
|
2025
Q1 | $260K | Sell |
2,177
-2,884
| -57% | -$344K | 0.01% | 729 |
|
|
2024
Q4 | $587K | Buy |
5,061
+641
| +15% | +$74.4K | 0.01% | 506 |
|
|
2024
Q3 | $597K | Sell |
4,420
-89
| -2% | -$12K | 0.01% | 511 |
|
|
2024
Q2 | $612K | Sell |
4,509
-272
| -6% | -$36.9K | 0.02% | 481 |
|
|
2024
Q1 | $618K | Sell |
4,781
-1,259
| -21% | -$163K | 0.02% | 484 |
|
|
2023
Q4 | $691K | Sell |
6,040
-841
| -12% | -$96.2K | 0.02% | 432 |
|
|
2023
Q3 | $626K | Buy |
6,881
+4,692
| +214% | +$427K | 0.02% | 416 |
|
|
2023
Q2 | $247K | Buy |
+2,189
| New | +$247K | 0.02% | 507 |
|
|
2022
Q1 | – | Sell |
-7,196
| Closed | -$863K | – | 712 |
|
|
2021
Q4 | $863K | Buy |
+7,196
| New | +$863K | 0.06% | 239 |
|