Empirical 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 | $552K | Buy |
4,264
+875
| +26% | +$113K | 0.01% | 402 |
|
2025
Q1 | $405K | Buy |
3,389
+121
| +4% | +$14.5K | 0.01% | 440 |
|
2024
Q4 | $379K | Buy |
3,268
+270
| +9% | +$31.3K | 0.01% | 449 |
|
2024
Q3 | $405K | Buy |
2,998
+847
| +39% | +$114K | 0.01% | 406 |
|
2024
Q2 | $292K | Buy |
+2,151
| New | +$292K | 0.01% | 459 |
|
2023
Q2 | – | Sell |
-2,621
| Closed | -$274K | – | 515 |
|
2023
Q1 | $274K | Buy |
+2,621
| New | +$274K | 0.01% | 404 |
|