Forum Financial Management’s Xylem XYL Stock Holding History

Forum Financial Management’s Portfolio XYL Stock Details XYL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$458K	Sell
2025 Q2	$412K	Sell
2025 Q1	$407K	Buy
2024 Q4	$395K	Buy
2024 Q3	$298K	Sell
2024 Q2	$299K	Buy
2024 Q1	$281K	Sell
2023 Q4	$262K	Sell
2023 Q3	$229K	Buy
2023 Q2	$281K	Buy