Evercore Wealth Management’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,639
| Closed | -$223K | – | 436 |
|
|
2025
Q4 | $223K | Hold |
1,639
| – | – | ﹤0.01% | 380 |
|
|
2025
Q3 | $242K | Hold |
1,639
| – | – | ﹤0.01% | 369 |
|
|
2025
Q2 | $212K | Sell |
1,639
-261
| -14% | -$31.6K | ﹤0.01% | 381 |
|
|
2025
Q1 | $227K | Sell |
1,900
-137
| -7% | -$17K | ﹤0.01% | 380 |
|
|
2024
Q4 | $236K | Buy |
2,037
+261
| +15% | +$33K | ﹤0.01% | 379 |
|
|
2024
Q3 | $240K | Buy |
1,776
+137
| +8% | +$18.3K | ﹤0.01% | 373 |
|
|
2024
Q2 | $222K | Hold |
1,639
| – | – | ﹤0.01% | 381 |
|
|
2024
Q1 | $212K | Buy |
+1,639
| New | +$198K | ﹤0.01% | 397 |
|
|
2022
Q1 | – | Sell |
-1,751
| Closed | -$210K | – | 450 |
|
|
2021
Q4 | $210K | Hold |
1,751
| – | – | ﹤0.01% | 405 |
|
|
2021
Q3 | $217K | Hold |
1,751
| – | – | ﹤0.01% | 402 |
|
|
2021
Q2 | $210K | Buy |
+1,751
| New | +$200K | ﹤0.01% | 413 |
|
|
2018
Q1 | – | Sell |
-980
| Closed | -$67K | – | 821 |
|
|
2017
Q4 | $67K | Hold |
980
| – | – | ﹤0.01% | 538 |
|
|
2017
Q3 | $61K | Sell |
980
-250
| -20% | -$14.9K | ﹤0.01% | 549 |
|
|
2017
Q2 | $69K | Sell |
1,230
-2,315
| -65% | -$121K | ﹤0.01% | 536 |
|
|
2017
Q1 | $178K | Sell |
3,545
-333
| -9% | -$16.2K | 0.01% | 389 |
|
|
2016
Q4 | $192K | Sell |
3,878
-207
| -5% | -$10.5K | 0.01% | 377 |
|
|
2016
Q3 | $214K | Sell |
4,085
-130
| -3% | -$6.38K | 0.01% | 359 |
|
|
2016
Q2 | $188K | Buy |
4,215
+1,095
| +35% | +$47.6K | 0.01% | 375 |
|
|
2016
Q1 | $128K | Hold |
3,120
| – | – | 0.01% | 418 |
|
|
2015
Q4 | $114K | Buy |
3,120
+640
| +26% | +$23.1K | 0.01% | 462 |
|
|
2015
Q3 | $81K | Hold |
2,480
| – | – | ﹤0.01% | 516 |
|
|
2015
Q2 | $93K | Hold |
2,480
| – | – | ﹤0.01% | 534 |
|
|
2015
Q1 | $88K | Hold |
2,480
| – | – | ﹤0.01% | 549 |
|
|
2014
Q4 | $95K | Sell |
2,480
-500
| -17% | -$18.3K | ﹤0.01% | 471 |
|
|
2014
Q3 | $106K | Hold |
2,980
| – | – | 0.01% | 505 |
|
|
2014
Q2 | $116K | Buy |
2,980
+100
| +3% | +$3.74K | 0.01% | 486 |
|
|
2014
Q1 | $105K | Hold |
2,880
| – | – | 0.01% | 476 |
|
|
2013
Q4 | $99K | Hold |
2,880
| – | – | 0.01% | 458 |
|
|
2013
Q3 | $81K | Sell |
2,880
-173,402
| -98% | -$4.62M | ﹤0.01% | 513 |
|
|
2013
Q2 | $4.75M | Buy |
+176,282
| New | +$4.87M | 0.27% | 99 |
|
Other funds holding XYL
VCM
VPM
