EP Wealth Advisors’s Xylem XYL Stock Holding History

EP Wealth Advisors’s Portfolio XYL Stock Details XYL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$21.7M	Buy
2025 Q1	$19.8M	Buy
2024 Q4	$17.8M	Sell
2024 Q3	$21.7M	Buy
2024 Q2	$19.6M	Buy
2020 Q1	–	Sell
2019 Q4	$217K	Sell
2019 Q3	$313K	Buy
2019 Q2	$290K	Buy