Carson Wealth (CWM LLC)’s Xylem XYL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
9,988
+1,353
| +16% | +$175K | ﹤0.01% | 1130 |
|
|
2025
Q1 | $1.03M | Buy |
8,635
+660
| +8% | +$78.8K | ﹤0.01% | 1109 |
|
|
2024
Q4 | $925K | Sell |
7,975
-280
| -3% | -$32.5K | ﹤0.01% | 1125 |
|
|
2024
Q3 | $1.12M | Buy |
8,255
+145
| +2% | +$19.6K | ﹤0.01% | 962 |
|
|
2024
Q2 | $1.1M | Buy |
8,110
+161
| +2% | +$21.8K | 0.01% | 842 |
|
|
2024
Q1 | $1.03M | Sell |
7,949
-629
| -7% | -$81.3K | 0.01% | 841 |
|
|
2023
Q4 | $981K | Buy |
8,578
+891
| +12% | +$102K | 0.01% | 817 |
|
|
2023
Q3 | $700K | Buy |
7,687
+5,206
| +210% | +$474K | ﹤0.01% | 867 |
|
|
2023
Q2 | $279K | Sell |
2,481
-125
| -5% | -$14.1K | ﹤0.01% | 1138 |
|
|
2023
Q1 | $273K | Buy |
2,606
+423
| +19% | +$44.3K | ﹤0.01% | 1083 |
|
|
2022
Q4 | $241K | Sell |
2,183
-344
| -14% | -$38K | ﹤0.01% | 1027 |
|
|
2022
Q3 | $221K | Sell |
2,527
-51
| -2% | -$4.46K | ﹤0.01% | 1007 |
|
|
2022
Q2 | $202K | Sell |
2,578
-435
| -14% | -$34.1K | ﹤0.01% | 1044 |
|
|
2022
Q1 | $257K | Buy |
3,013
+1,384
| +85% | +$118K | ﹤0.01% | 941 |
|
|
2021
Q4 | $195K | Buy |
+1,629
| New | +$195K | ﹤0.01% | 1035 |
|
|
2021
Q2 | $186K | Hold |
1,547
| – | – | ﹤0.01% | 927 |
|
|
2021
Q1 | $186K | Hold |
1,547
| – | – | ﹤0.01% | 927 |
|
|
2020
Q4 | $186K | Hold |
1,547
| – | – | ﹤0.01% | 927 |
|
|
2020
Q3 | $186K | Hold |
1,547
| – | – | ﹤0.01% | 927 |
|
|
2020
Q2 | $186K | Hold |
1,547
| – | – | ﹤0.01% | 927 |
|
|
2020
Q1 | $186K | Hold |
1,547
| – | – | ﹤0.01% | 927 |
|
|
2019
Q4 | $186K | Hold |
1,547
| – | – | ﹤0.01% | 927 |
|
|
2019
Q3 | $186K | Hold |
1,547
| – | – | ﹤0.01% | 927 |
|
|
2019
Q2 | $186K | Hold |
1,547
| – | – | ﹤0.01% | 927 |
|
|
2019
Q1 | $186K | Buy |
1,547
+866
| +127% | +$104K | ﹤0.01% | 927 |
|
|
2018
Q4 | $45K | Buy |
681
+342
| +101% | +$22.6K | ﹤0.01% | 902 |
|
|
2018
Q3 | $27K | Sell |
339
-64
| -16% | -$5.1K | ﹤0.01% | 888 |
|
|
2018
Q2 | $27K | Buy |
403
+219
| +119% | +$14.7K | ﹤0.01% | 775 |
|
|
2018
Q1 | $14K | Sell |
184
-68
| -27% | -$5.17K | ﹤0.01% | 788 |
|
|
2017
Q4 | $17K | Buy |
252
+1
| +0.4% | +$67 | ﹤0.01% | 739 |
|
|
2017
Q3 | $16K | Buy |
251
+67
| +36% | +$4.27K | ﹤0.01% | 772 |
|
|
2017
Q2 | $10K | Hold |
184
| – | – | ﹤0.01% | 781 |
|
|
2017
Q1 | $9K | Sell |
184
-87
| -32% | -$4.26K | ﹤0.01% | 781 |
|
|
2016
Q4 | $13K | Buy |
271
+219
| +421% | +$10.5K | ﹤0.01% | 689 |
|
|
2016
Q3 | $3K | Hold |
52
| – | – | ﹤0.01% | 892 |
|
|
2016
Q2 | $2K | Buy |
+52
| New | +$2K | ﹤0.01% | 719 |
|