Circle Wealth Management’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 | $827K | Sell |
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|
2025
Q1 | $768K | Hold |
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|
2024
Q4 | $746K | Hold |
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|
2024
Q3 | $868K | Hold |
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|
2024
Q2 | $872K | Sell |
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|
2024
Q1 | $850K | Buy |
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|
2023
Q4 | $732K | Sell |
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|
2023
Q3 | $585K | Buy |
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|
2023
Q2 | $721K | Buy |
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|
2023
Q1 | $235K | Hold |
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|
2022
Q4 | $249K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $353K | Hold |
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|
2021
Q4 | $353K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.33M | Hold |
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|
2020
Q3 | $1.1M | Hold |
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|
2020
Q2 | $850K | Sell |
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|
2020
Q1 | $945K | Sell |
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|
2019
Q4 | $1.56M | Hold |
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|
2019
Q3 | $1.57M | Hold |
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|
2019
Q2 | $1.65M | Sell |
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|
2019
Q1 | $2.1M | Buy |
|