HB Wealth 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 | $718K | Sell |
5,546
-2,026
| -27% | -$262K | 0.01% | 608 |
|
|
2025
Q1 | $905K | Buy |
7,572
+2,653
| +54% | +$317K | 0.01% | 558 |
|
|
2024
Q4 | $571K | Sell |
4,919
-580
| -11% | -$67.3K | 0.01% | 569 |
|
|
2024
Q3 | $743K | Buy |
5,499
+590
| +12% | +$79.7K | 0.01% | 456 |
|
|
2024
Q2 | $666K | Buy |
4,909
+937
| +24% | +$127K | 0.01% | 455 |
|
|
2024
Q1 | $513K | Buy |
3,972
+400
| +11% | +$51.7K | 0.01% | 494 |
|
|
2023
Q4 | $408K | Buy |
3,572
+1,313
| +58% | +$150K | 0.01% | 513 |
|
|
2023
Q3 | $206K | Buy |
2,259
+259
| +13% | +$23.6K | ﹤0.01% | 703 |
|
|
2023
Q2 | $225K | Buy |
+2,000
| New | +$225K | ﹤0.01% | 634 |
|