Great Valley Advisor Group’s Xylem XYL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$461K Sell
3,569
-634
-15% -$82K 0.01% 626
2025
Q1
$503K Buy
4,203
+3
+0.1% +$359 0.01% 591
2024
Q4
$488K Buy
4,200
+66
+2% +$7.66K 0.01% 582
2024
Q3
$559K Buy
4,134
+652
+19% +$88.1K 0.01% 539
2024
Q2
$472K Buy
3,482
+305
+10% +$41.3K 0.01% 544
2024
Q1
$411K Buy
3,177
+654
+26% +$84.6K 0.01% 536
2023
Q4
$289K Buy
+2,523
New +$289K 0.01% 589