Geneos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $131K | Sell |
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|
2025
Q2 | $156K | Buy |
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|
2025
Q1 | $2.51K | Buy |
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|
2024
Q4 | $1.04K | Hold |
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|
2024
Q3 | $1.22K | Buy |
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|
2024
Q2 | $814 | Hold |
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|
2024
Q1 | $775 | Sell |
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|
2023
Q4 | $1.6K | Buy |
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|
2023
Q3 | $728 | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.05K | Hold |
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|
2022
Q4 | $1.11K | Hold |
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|
2022
Q3 | $0 | Sell |
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|
2022
Q2 | $17K | Sell |
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|
2022
Q1 | $19K | Sell |
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|
2021
Q4 | $27K | Buy |
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|
2021
Q3 | $26K | Hold |
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|
2021
Q2 | $26K | Sell |
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|
2021
Q1 | $200K | Buy |
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|
2020
Q4 | $22K | Buy |
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|
2020
Q3 | $27K | Hold |
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|
2020
Q2 | $21K | Hold |
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|
2020
Q1 | $22K | Sell |
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|
2019
Q4 | $32K | Hold |
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|
2019
Q3 | $33K | Sell |
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|
2019
Q2 | $35K | Sell |
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|
2019
Q1 | $37K | Hold |
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|
2018
Q4 | $30K | Sell |
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|
2018
Q3 | $53K | Buy |
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|
2018
Q2 | $32K | Hold |
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|
2018
Q1 | $37K | Buy |
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|
2017
Q4 | $19K | Hold |
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|
2017
Q3 | $18K | Hold |
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|
2017
Q2 | $16K | Hold |
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|
2017
Q1 | $14K | Hold |
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|
2016
Q4 | $14K | Hold |
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|
2016
Q3 | $15K | Buy |
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|
2016
Q2 | $6K | Hold |
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|
2016
Q1 | $5K | Buy |
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