Burney 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 | $750K | Hold |
5,795
| – | – | 0.03% | 344 |
|
|
2025
Q1 | $692K | Hold |
5,795
| – | – | 0.03% | 360 |
|
|
2024
Q4 | $672K | Sell |
5,795
-490
| -8% | -$56.9K | 0.02% | 379 |
|
|
2024
Q3 | $849K | Hold |
6,285
| – | – | 0.03% | 346 |
|
|
2024
Q2 | $852K | Sell |
6,285
-160
| -2% | -$21.7K | 0.03% | 337 |
|
|
2024
Q1 | $833K | Hold |
6,445
| – | – | 0.03% | 357 |
|
|
2023
Q4 | $737K | Hold |
6,445
| – | – | 0.03% | 365 |
|
|
2023
Q3 | $587K | Buy |
6,445
+1,090
| +20% | +$99.2K | 0.03% | 384 |
|
|
2023
Q2 | $603K | Hold |
5,355
| – | – | 0.03% | 378 |
|
|
2023
Q1 | $561K | Hold |
5,355
| – | – | 0.03% | 384 |
|
|
2022
Q4 | $592K | Sell |
5,355
-80
| -1% | -$8.85K | 0.03% | 371 |
|
|
2022
Q3 | $475K | Hold |
5,435
| – | – | 0.03% | 416 |
|
|
2022
Q2 | $425K | Hold |
5,435
| – | – | 0.02% | 422 |
|
|
2022
Q1 | $463K | Hold |
5,435
| – | – | 0.02% | 425 |
|
|
2021
Q4 | $652K | Sell |
5,435
-220
| -4% | -$26.4K | 0.03% | 391 |
|
|
2021
Q3 | $699K | Hold |
5,655
| – | – | 0.03% | 365 |
|
|
2021
Q2 | $678K | Hold |
5,655
| – | – | 0.03% | 385 |
|
|
2021
Q1 | $595K | Hold |
5,655
| – | – | 0.03% | 383 |
|
|
2020
Q4 | $576K | Hold |
5,655
| – | – | 0.03% | 362 |
|
|
2020
Q3 | $476K | Hold |
5,655
| – | – | 0.03% | 361 |
|
|
2020
Q2 | $367K | Hold |
5,655
| – | – | 0.02% | 372 |
|
|
2020
Q1 | $368K | Sell |
5,655
-220
| -4% | -$14.3K | 0.03% | 327 |
|
|
2019
Q4 | $463K | Hold |
5,875
| – | – | 0.03% | 339 |
|
|
2019
Q3 | $468K | Buy |
5,875
+100
| +2% | +$7.97K | 0.03% | 322 |
|
|
2019
Q2 | $483K | Hold |
5,775
| – | – | 0.03% | 327 |
|
|
2019
Q1 | $456K | Hold |
5,775
| – | – | 0.03% | 331 |
|
|
2018
Q4 | $385K | Hold |
5,775
| – | – | 0.03% | 339 |
|
|
2018
Q3 | $461K | Sell |
5,775
-100
| -2% | -$7.98K | 0.03% | 336 |
|
|
2018
Q2 | $396K | Hold |
5,875
| – | – | 0.02% | 343 |
|
|
2018
Q1 | $452K | Hold |
5,875
| – | – | 0.03% | 304 |
|
|
2017
Q4 | $401K | Hold |
5,875
| – | – | 0.02% | 317 |
|
|
2017
Q3 | $367K | Sell |
5,875
-200
| -3% | -$12.5K | 0.02% | 307 |
|
|
2017
Q2 | $334K | Sell |
6,075
-118
| -2% | -$6.49K | 0.02% | 314 |
|
|
2017
Q1 | $311K | Sell |
6,193
-590
| -9% | -$29.6K | 0.02% | 311 |
|
|
2016
Q4 | $336K | Sell |
6,783
-610
| -8% | -$30.2K | 0.02% | 304 |
|
|
2016
Q3 | $386K | Hold |
7,393
| – | – | 0.03% | 288 |
|
|
2016
Q2 | $330K | Buy |
7,393
+350
| +5% | +$15.6K | 0.02% | 303 |
|
|
2016
Q1 | $288K | Hold |
7,043
| – | – | 0.02% | 327 |
|
|
2015
Q4 | $260K | Sell |
7,043
-100
| -1% | -$3.69K | 0.02% | 322 |
|
|
2015
Q3 | $235K | Buy |
7,143
+100
| +1% | +$3.29K | 0.02% | 334 |
|
|
2015
Q2 | $261K | Hold |
7,043
| – | – | 0.02% | 348 |
|
|
2015
Q1 | $247K | Sell |
7,043
-60
| -0.8% | -$2.1K | 0.02% | 366 |
|
|
2014
Q4 | $270K | Hold |
7,103
| – | – | 0.02% | 336 |
|
|
2014
Q3 | $252K | Sell |
7,103
-450
| -6% | -$16K | 0.02% | 361 |
|
|
2014
Q2 | $295K | Hold |
7,553
| – | – | 0.03% | 348 |
|
|
2014
Q1 | $275K | Hold |
7,553
| – | – | 0.03% | 352 |
|
|
2013
Q4 | $261K | Hold |
7,553
| – | – | 0.03% | 365 |
|
|
2013
Q3 | $211K | Hold |
7,553
| – | – | 0.02% | 395 |
|
|
2013
Q2 | $203K | Buy |
+7,553
| New | +$203K | 0.03% | 381 |
|