Family 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 | $344K | Hold |
2,660
| – | – | 0.05% | 138 |
|
2025
Q1 | $318K | Hold |
2,660
| – | – | 0.05% | 131 |
|
2024
Q4 | $309K | Hold |
2,660
| – | – | 0.05% | 130 |
|
2024
Q3 | $359K | Hold |
2,660
| – | – | 0.06% | 124 |
|
2024
Q2 | $361K | Hold |
2,660
| – | – | 0.06% | 113 |
|
2024
Q1 | $344K | Hold |
2,660
| – | – | 0.06% | 115 |
|
2023
Q4 | $304K | Hold |
2,660
| – | – | 0.06% | 108 |
|
2023
Q3 | $242K | Hold |
2,660
| – | – | 0.06% | 112 |
|
2023
Q2 | $300K | Hold |
2,660
| – | – | 0.07% | 110 |
|
2023
Q1 | $279K | Hold |
2,660
| – | – | 0.06% | 99 |
|
2022
Q4 | $294K | Hold |
2,660
| – | – | 0.07% | 109 |
|
2022
Q3 | $232K | Hold |
2,660
| – | – | 0.06% | 118 |
|
2022
Q2 | $208K | Hold |
2,660
| – | – | 0.06% | 138 |
|
2022
Q1 | $227K | Hold |
2,660
| – | – | 0.06% | 145 |
|
2021
Q4 | $319K | Hold |
2,660
| – | – | 0.08% | 128 |
|
2021
Q3 | $329K | Hold |
2,660
| – | – | 0.09% | 127 |
|
2021
Q2 | $319K | Buy |
+2,660
| New | +$319K | 0.08% | 136 |
|
2020
Q1 | – | Sell |
-2,660
| Closed | -$210K | – | 200 |
|
2019
Q4 | $210K | Hold |
2,660
| – | – | 0.07% | 144 |
|
2019
Q3 | $212K | Sell |
2,660
-200
| -7% | -$15.9K | 0.08% | 129 |
|
2019
Q2 | $239K | Hold |
2,860
| – | – | 0.09% | 115 |
|
2019
Q1 | $226K | Buy |
+2,860
| New | +$226K | 0.1% | 114 |
|
2018
Q4 | – | Sell |
-2,660
| Closed | -$212K | – | 134 |
|
2018
Q3 | $212K | Buy |
+2,660
| New | +$212K | 0.12% | 58 |
|
2018
Q2 | – | Sell |
-2,660
| Closed | -$205K | – | 83 |
|
2018
Q1 | $205K | Buy |
+2,660
| New | +$205K | 0.15% | 54 |
|