Circle Wealth Management’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $827K | Sell |
6,395
-35
| -0.5% | -$4.53K | 0.02% | 127 |
|
|
2025
Q1 | $768K | Hold |
6,430
| – | – | 0.02% | 130 |
|
|
2024
Q4 | $746K | Hold |
6,430
| – | – | 0.02% | 136 |
|
|
2024
Q3 | $868K | Hold |
6,430
| – | – | 0.02% | 128 |
|
|
2024
Q2 | $872K | Sell |
6,430
-144
| -2% | -$19.5K | 0.02% | 106 |
|
|
2024
Q1 | $850K | Buy |
6,574
+174
| +3% | +$22.5K | 0.02% | 107 |
|
|
2023
Q4 | $732K | Sell |
6,400
-26
| -0.4% | -$2.97K | 0.02% | 113 |
|
|
2023
Q3 | $585K | Buy |
6,426
+26
| +0.4% | +$2.37K | 0.01% | 125 |
|
|
2023
Q2 | $721K | Buy |
6,400
+4,152
| +185% | +$468K | 0.1% | 76 |
|
|
2023
Q1 | $235K | Hold |
2,248
| – | – | 0.03% | 152 |
|
|
2022
Q4 | $249K | Buy |
+2,248
| New | +$249K | 0.04% | 145 |
|
|
2022
Q2 | – | Sell |
-2,941
| Closed | -$353K | – | 183 |
|
|
2022
Q1 | $353K | Hold |
2,941
| – | – | 0.05% | 146 |
|
|
2021
Q4 | $353K | Buy |
+2,941
| New | +$353K | 0.05% | 148 |
|
|
2021
Q1 | – | Sell |
-13,086
| Closed | -$1.33M | – | 222 |
|
|
2020
Q4 | $1.33M | Hold |
13,086
| – | – | 0.19% | 65 |
|
|
2020
Q3 | $1.1M | Hold |
13,086
| – | – | 0.18% | 61 |
|
|
2020
Q2 | $850K | Sell |
13,086
-1,419
| -10% | -$92.2K | 0.15% | 70 |
|
|
2020
Q1 | $945K | Sell |
14,505
-5,251
| -27% | -$342K | 0.18% | 65 |
|
|
2019
Q4 | $1.56M | Hold |
19,756
| – | – | 0.27% | 46 |
|
|
2019
Q3 | $1.57M | Hold |
19,756
| – | – | 0.33% | 36 |
|
|
2019
Q2 | $1.65M | Sell |
19,756
-6,844
| -26% | -$572K | 0.36% | 34 |
|
|
2019
Q1 | $2.1M | Buy |
+26,600
| New | +$2.1M | 0.47% | 31 |
|