Forum Financial 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
$412K Sell
3,182
-221
-6% -$28.6K 0.01% 489
2025
Q1
$407K Buy
3,403
+2
+0.1% +$239 0.01% 444
2024
Q4
$395K Buy
3,401
+1,195
+54% +$139K 0.01% 484
2024
Q3
$298K Sell
2,206
-1
-0% -$135 0.01% 520
2024
Q2
$299K Buy
2,207
+36
+2% +$4.88K 0.01% 481
2024
Q1
$281K Sell
2,171
-120
-5% -$15.5K ﹤0.01% 524
2023
Q4
$262K Sell
2,291
-221
-9% -$25.3K ﹤0.01% 518
2023
Q3
$229K Buy
2,512
+13
+0.5% +$1.18K 0.01% 534
2023
Q2
$281K Buy
+2,499
New +$281K 0.01% 460