CWM
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Congress Wealth Management’s Xylem XYL Stock Holding History

Congress Wealth Management’s Portfolio XYL Stock Details XYL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$430K Sell
3,320
-5,738
-63% -$742K ﹤0.01% 970
2025
Q1 		$1.08M Sell
9,058
-298
-3% -$35.6K 0.01% 618
2024
Q4 		$1.09M Buy
9,356
+1,318
+16% +$153K 0.01% 507
2024
Q3 		$1.09M Buy
+8,038
New +$1.09M 0.01% 509