Barrett & Company’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $580K | Buy |
4,483
+427
| +11% | +$55.2K | 0.22% | 73 |
|
2025
Q1 | $485K | Sell |
4,056
-68
| -2% | -$8.12K | 0.21% | 80 |
|
2024
Q4 | $478K | Buy |
4,124
+119
| +3% | +$13.8K | 0.2% | 79 |
|
2024
Q3 | $541K | Sell |
4,005
-339
| -8% | -$45.8K | 0.23% | 74 |
|
2024
Q2 | $589K | Buy |
4,344
+3
| +0.1% | +$407 | 0.27% | 64 |
|
2024
Q1 | $561K | Sell |
4,341
-48
| -1% | -$6.2K | 0.27% | 65 |
|
2023
Q4 | $502K | Buy |
4,389
+3
| +0.1% | +$343 | 0.27% | 72 |
|
2023
Q3 | $399K | Buy |
4,386
+3
| +0.1% | +$273 | 0.24% | 82 |
|
2023
Q2 | $494K | Buy |
4,383
+7
| +0.2% | +$788 | 0.29% | 69 |
|
2023
Q1 | $458K | Buy |
4,376
+9
| +0.2% | +$942 | 0.29% | 73 |
|
2022
Q4 | $483K | Hold |
4,367
| – | – | 0.32% | 66 |
|
2022
Q3 | $483K | Buy |
+4,367
| New | +$483K | 0.32% | 66 |
|