GeoWealth 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 | $705K | Sell |
5,448
-2,555
| -32% | -$331K | 0.03% | 330 |
|
|
2025
Q1 | $956K | Buy |
8,003
+62
| +0.8% | +$7.41K | 0.04% | 279 |
|
|
2024
Q4 | $921K | Buy |
7,941
+1,982
| +33% | +$230K | 0.03% | 313 |
|
|
2024
Q3 | $805K | Buy |
5,959
+2,941
| +97% | +$397K | 0.03% | 358 |
|
|
2024
Q2 | $409K | Buy |
3,018
+116
| +4% | +$15.7K | 0.02% | 485 |
|
|
2024
Q1 | $375K | Buy |
+2,902
| New | +$375K | 0.01% | 511 |
|