Creative Planning’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.53M | Buy |
42,760
+2,075
| +5% | +$268K | ﹤0.01% | 723 |
|
|
2025
Q1 | $4.86M | Buy |
40,685
+9,822
| +32% | +$1.17M | ﹤0.01% | 717 |
|
|
2024
Q4 | $3.58M | Buy |
30,863
+2,348
| +8% | +$272K | ﹤0.01% | 813 |
|
|
2024
Q3 | $3.85M | Buy |
28,515
+2,536
| +10% | +$342K | ﹤0.01% | 741 |
|
|
2024
Q2 | $3.52M | Buy |
25,979
+904
| +4% | +$123K | ﹤0.01% | 751 |
|
|
2024
Q1 | $3.24M | Buy |
25,075
+110
| +0.4% | +$14.2K | ﹤0.01% | 768 |
|
|
2023
Q4 | $2.85M | Buy |
24,965
+471
| +2% | +$53.9K | 0.01% | 761 |
|
|
2023
Q3 | $2.23M | Sell |
24,494
-4,199
| -15% | -$382K | ﹤0.01% | 811 |
|
|
2023
Q2 | $3.23M | Buy |
28,693
+2,381
| +9% | +$268K | ﹤0.01% | 649 |
|
|
2023
Q1 | $2.75M | Buy |
26,312
+1,590
| +6% | +$166K | ﹤0.01% | 674 |
|
|
2022
Q4 | $2.73M | Buy |
24,722
+3,351
| +16% | +$371K | ﹤0.01% | 647 |
|
|
2022
Q3 | $1.87M | Buy |
21,371
+803
| +4% | +$70.2K | ﹤0.01% | 719 |
|
|
2022
Q2 | $1.61M | Buy |
20,568
+340
| +2% | +$26.6K | ﹤0.01% | 789 |
|
|
2022
Q1 | $1.72M | Buy |
20,228
+4,998
| +33% | +$426K | ﹤0.01% | 763 |
|
|
2021
Q4 | $1.83M | Sell |
15,230
-584
| -4% | -$70K | ﹤0.01% | 714 |
|
|
2021
Q3 | $1.96M | Buy |
15,814
+464
| +3% | +$57.4K | ﹤0.01% | 695 |
|
|
2021
Q2 | $1.84M | Sell |
15,350
-6,996
| -31% | -$839K | ﹤0.01% | 710 |
|
|
2021
Q1 | $2.35M | Buy |
22,346
+948
| +4% | +$99.7K | ﹤0.01% | 649 |
|
|
2020
Q4 | $2.18M | Buy |
21,398
+421
| +2% | +$42.9K | ﹤0.01% | 632 |
|
|
2020
Q3 | $1.77M | Buy |
20,977
+1,605
| +8% | +$135K | ﹤0.01% | 601 |
|
|
2020
Q2 | $1.26M | Sell |
19,372
-1,445
| -7% | -$93.8K | ﹤0.01% | 649 |
|
|
2020
Q1 | $1.36M | Buy |
20,817
+455
| +2% | +$29.6K | ﹤0.01% | 538 |
|
|
2019
Q4 | $1.6M | Sell |
20,362
-254
| -1% | -$20K | ﹤0.01% | 586 |
|
|
2019
Q3 | $1.64M | Buy |
20,616
+337
| +2% | +$26.8K | 0.01% | 554 |
|
|
2019
Q2 | $1.7M | Sell |
20,279
-13
| -0.1% | -$1.09K | 0.01% | 548 |
|
|
2019
Q1 | $1.6M | Buy |
20,292
+2,378
| +13% | +$188K | 0.01% | 543 |
|
|
2018
Q4 | $1.2M | Sell |
17,914
-852
| -5% | -$56.8K | ﹤0.01% | 602 |
|
|
2018
Q3 | $1.5M | Buy |
18,766
+2,154
| +13% | +$172K | 0.01% | 570 |
|
|
2018
Q2 | $1.12M | Buy |
16,612
+412
| +3% | +$27.8K | ﹤0.01% | 687 |
|
|
2018
Q1 | $1.25M | Sell |
16,200
-169
| -1% | -$13K | 0.01% | 618 |
|
|
2017
Q4 | $1.12M | Buy |
16,369
+1,026
| +7% | +$70K | ﹤0.01% | 672 |
|
|
2017
Q3 | $961K | Sell |
15,343
-368
| -2% | -$23K | ﹤0.01% | 731 |
|
|
2017
Q2 | $871K | Buy |
15,711
+1,398
| +10% | +$77.5K | ﹤0.01% | 744 |
|
|
2017
Q1 | $719K | Sell |
14,313
-12
| -0.1% | -$603 | ﹤0.01% | 797 |
|
|
2016
Q4 | $709K | Buy |
14,325
+10
| +0.1% | +$495 | ﹤0.01% | 767 |
|
|
2016
Q3 | $751K | Buy |
14,315
+681
| +5% | +$35.7K | ﹤0.01% | 709 |
|
|
2016
Q2 | $609K | Buy |
13,634
+2,001
| +17% | +$89.4K | ﹤0.01% | 693 |
|
|
2016
Q1 | $476K | Sell |
11,633
-1,511
| -11% | -$61.8K | ﹤0.01% | 766 |
|
|
2015
Q4 | $480K | Sell |
13,144
-384
| -3% | -$14K | ﹤0.01% | 772 |
|
|
2015
Q3 | $444K | Buy |
13,528
+1,434
| +12% | +$47.1K | ﹤0.01% | 786 |
|
|
2015
Q2 | $448K | Buy |
12,094
+1,967
| +19% | +$72.9K | ﹤0.01% | 698 |
|
|
2015
Q1 | $355K | Buy |
10,127
+2,157
| +27% | +$75.6K | ﹤0.01% | 907 |
|
|
2014
Q4 | $303K | Sell |
7,970
-249
| -3% | -$9.47K | ﹤0.01% | 932 |
|
|
2014
Q3 | $292K | Sell |
8,219
-1,421
| -15% | -$50.5K | ﹤0.01% | 877 |
|
|
2014
Q2 | $377K | Buy |
9,640
+4,330
| +82% | +$169K | ﹤0.01% | 749 |
|
|
2014
Q1 | $193K | Buy |
5,310
+276
| +5% | +$10K | ﹤0.01% | 1018 |
|
|
2013
Q4 | $174K | Sell |
5,034
-190
| -4% | -$6.57K | ﹤0.01% | 930 |
|
|
2013
Q3 | $146K | Buy |
5,224
+143
| +3% | +$4K | ﹤0.01% | 906 |
|
|
2013
Q2 | $137K | Buy |
+5,081
| New | +$137K | ﹤0.01% | 828 |
|