EP Wealth Advisors’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.7M | Buy |
167,411
+1,311
| +0.8% | +$170K | 0.14% | 118 |
|
|
2025
Q1 | $19.8M | Buy |
166,100
+12,557
| +8% | +$1.5M | 0.16% | 110 |
|
|
2024
Q4 | $17.8M | Sell |
153,543
-7,046
| -4% | -$817K | 0.15% | 112 |
|
|
2024
Q3 | $21.7M | Buy |
160,589
+16,301
| +11% | +$2.2M | 0.19% | 101 |
|
|
2024
Q2 | $19.6M | Buy |
+144,288
| New | +$19.6M | 0.21% | 91 |
|
|
2020
Q1 | – | Sell |
-2,750
| Closed | -$217K | – | 437 |
|
|
2019
Q4 | $217K | Sell |
2,750
-1,187
| -30% | -$93.7K | 0.01% | 380 |
|
|
2019
Q3 | $313K | Buy |
3,937
+474
| +14% | +$37.7K | 0.02% | 272 |
|
|
2019
Q2 | $290K | Buy |
+3,463
| New | +$290K | 0.02% | 244 |
|