Birch Hill Investment Advisors’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Sell |
2,555
-320
| -11% | -$41.4K | 0.01% | 162 |
|
|
2025
Q1 | $343K | Buy |
2,875
+242
| +9% | +$28.9K | 0.02% | 156 |
|
|
2024
Q4 | $305K | Buy |
2,633
+258
| +11% | +$29.9K | 0.01% | 160 |
|
|
2024
Q3 | $321K | Sell |
2,375
-200
| -8% | -$27K | 0.02% | 151 |
|
|
2024
Q2 | $349K | Sell |
2,575
-250
| -9% | -$33.9K | 0.02% | 144 |
|
|
2024
Q1 | $365K | Hold |
2,825
| – | – | 0.02% | 140 |
|
|
2023
Q4 | $323K | Buy |
2,825
+225
| +9% | +$25.7K | 0.02% | 134 |
|
|
2023
Q3 | $237K | Hold |
2,600
| – | – | 0.01% | 145 |
|
|
2023
Q2 | $293K | Hold |
2,600
| – | – | 0.02% | 136 |
|
|
2023
Q1 | $272K | Sell |
2,600
-281
| -10% | -$29.4K | 0.02% | 137 |
|
|
2022
Q4 | $319K | Buy |
2,881
+281
| +11% | +$31.1K | 0.02% | 132 |
|
|
2022
Q3 | $227K | Hold |
2,600
| – | – | 0.02% | 138 |
|
|
2022
Q2 | $203K | Sell |
2,600
-150
| -5% | -$11.7K | 0.01% | 151 |
|
|
2022
Q1 | $234K | Hold |
2,750
| – | – | 0.01% | 154 |
|
|
2021
Q4 | $330K | Sell |
2,750
-125
| -4% | -$15K | 0.02% | 142 |
|
|
2021
Q3 | $356K | Hold |
2,875
| – | – | 0.02% | 135 |
|
|
2021
Q2 | $345K | Buy |
2,875
+950
| +49% | +$114K | 0.02% | 132 |
|
|
2021
Q1 | $202K | Buy |
+1,925
| New | +$202K | 0.01% | 156 |
|