Beacon Pointe Advisors’s Xylem XYL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$544K Buy
2025
Q1
$500K Buy
2024
Q4
$481K Sell
2024
Q3
$576K Sell
2024
Q2
$798K Buy
2024
Q1
$733K Buy
2023
Q4
$583K Buy
2023
Q3
$395K Buy
2023
Q2
$395K Sell
2023
Q1
$404K Buy
2022
Q4
$334K Buy
2022
Q3
$236K Buy
2022
Q2
Sell
2022
Q1
$1.98M Buy
2021
Q4
$296K Buy
2021
Q3
Sell
2021
Q2
$280K Buy