GeoWealth 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
Q2
$705K Sell
2025
Q1
$956K Buy
2024
Q4
$921K Buy
2024
Q3
$805K Buy
2024
Q2
$409K Buy
2024
Q1
$375K Buy