Cornerstone 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
$375K Buy
2,903
+119
+4% +$15.4K 0.02% 455
2025
Q1
$333K Buy
2,784
+1,010
+57% +$121K 0.02% 453
2024
Q4
$206K Buy
1,774
+188
+12% +$21.8K 0.01% 557
2024
Q3
$214K Sell
1,586
-65
-4% -$8.78K 0.02% 532
2024
Q2
$224K Hold
1,651
0.02% 500
2024
Q1
$213K Buy
+1,651
New +$213K 0.02% 505
2018
Q4
Sell
-40,470
Closed -$626K 1166
2018
Q3
$626K Sell
40,470
-8,389
-17% -$130K 0.01% 840
2018
Q2
$723K Buy
+48,859
New +$723K 0.01% 879