Ferguson Wellman Capital Management’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,559
| Closed | -$211K | – | 364 |
|
|
2024
Q3 | $211K | Hold |
1,559
| – | – | ﹤0.01% | 341 |
|
|
2024
Q2 | $211K | Buy |
+1,559
| New | +$211K | ﹤0.01% | 345 |
|
|
2019
Q3 | – | Sell |
-10,430
| Closed | -$872K | – | 355 |
|
|
2019
Q2 | $872K | Sell |
10,430
-125
| -1% | -$10.5K | 0.03% | 208 |
|
|
2019
Q1 | $834K | Hold |
10,555
| – | – | 0.03% | 210 |
|
|
2018
Q4 | $704K | Hold |
10,555
| – | – | 0.03% | 223 |
|
|
2018
Q3 | $843K | Hold |
10,555
| – | – | 0.03% | 201 |
|
|
2018
Q2 | $711K | Sell |
10,555
-129
| -1% | -$8.69K | 0.02% | 218 |
|
|
2018
Q1 | $822K | Hold |
10,684
| – | – | 0.03% | 208 |
|
|
2017
Q4 | $729K | Buy |
10,684
+125
| +1% | +$8.53K | 0.03% | 216 |
|
|
2017
Q3 | $661K | Buy |
10,559
+129
| +1% | +$8.08K | 0.02% | 215 |
|
|
2017
Q2 | $578K | Buy |
10,430
+100
| +1% | +$5.54K | 0.02% | 219 |
|
|
2017
Q1 | $519K | Hold |
10,330
| – | – | 0.02% | 227 |
|
|
2016
Q4 | $512K | Buy |
10,330
+330
| +3% | +$16.4K | 0.02% | 225 |
|
|
2016
Q3 | $524K | Hold |
10,000
| – | – | 0.02% | 211 |
|
|
2016
Q2 | $446K | Buy |
+10,000
| New | +$446K | 0.02% | 229 |
|