JMFC
J.M. Forbes & Co’s Xylem XYL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Sell |
84,446
-92
| -0.1% | -$11.9K | 1% | 36 |
|
|
2025
Q1 | $10.1M | Buy |
84,538
+3,231
| +4% | +$386K | 0.98% | 36 |
|
|
2024
Q4 | $9.43M | Buy |
81,307
+356
| +0.4% | +$41.3K | 0.91% | 38 |
|
|
2024
Q3 | $10.9M | Sell |
80,951
-1,031
| -1% | -$139K | 1.07% | 34 |
|
|
2024
Q2 | $11.1M | Buy |
81,982
+2,119
| +3% | +$287K | 1.14% | 31 |
|
|
2024
Q1 | $10.3M | Sell |
79,863
-1,810
| -2% | -$234K | 1.12% | 34 |
|
|
2023
Q4 | $9.34M | Buy |
81,673
+1,842
| +2% | +$211K | 1.09% | 36 |
|
|
2023
Q3 | $7.27M | Buy |
79,831
+747
| +0.9% | +$68K | 0.94% | 39 |
|
|
2023
Q2 | $8.91M | Sell |
79,084
-19,760
| -20% | -$2.23M | 1.11% | 34 |
|
|
2023
Q1 | $10.3M | Buy |
98,844
+1,143
| +1% | +$120K | 1.42% | 31 |
|
|
2022
Q4 | $10.8M | Buy |
97,701
+107
| +0.1% | +$11.8K | 1.56% | 29 |
|
|
2022
Q3 | $8.53M | Buy |
97,594
+1,173
| +1% | +$102K | 1.33% | 32 |
|
|
2022
Q2 | $7.54M | Buy |
96,421
+33
| +0% | +$2.58K | 1.11% | 36 |
|
|
2022
Q1 | $8.22M | Sell |
96,388
-502
| -0.5% | -$42.8K | 1.04% | 40 |
|
|
2021
Q4 | $11.6M | Buy |
96,890
+255
| +0.3% | +$30.6K | 1.33% | 33 |
|
|
2021
Q3 | $12M | Buy |
96,635
+1,622
| +2% | +$201K | 1.51% | 28 |
|
|
2021
Q2 | $11.4M | Buy |
95,013
+190
| +0.2% | +$22.8K | 1.44% | 31 |
|
|
2021
Q1 | $9.97M | Buy |
94,823
+2,392
| +3% | +$252K | 1.39% | 34 |
|
|
2020
Q4 | $9.41M | Buy |
92,431
+1,441
| +2% | +$147K | 1.38% | 31 |
|
|
2020
Q3 | $7.65M | Buy |
90,990
+992
| +1% | +$83.4K | 1.22% | 31 |
|
|
2020
Q2 | $5.85M | Sell |
89,998
-14
| -0% | -$909 | 1.04% | 36 |
|
|
2020
Q1 | $5.86M | Sell |
90,012
-302
| -0.3% | -$19.7K | 1.31% | 33 |
|
|
2019
Q4 | $7.12M | Buy |
90,314
+9,449
| +12% | +$745K | 1.16% | 41 |
|
|
2019
Q3 | $6.44M | Buy |
80,865
+517
| +0.6% | +$41.2K | 1.24% | 37 |
|
|
2019
Q2 | $6.72M | Buy |
80,348
+8,722
| +12% | +$729K | 1.3% | 37 |
|
|
2019
Q1 | $5.66M | Buy |
71,626
+3,239
| +5% | +$256K | 1.21% | 38 |
|
|
2018
Q4 | $4.56M | Sell |
68,387
-267
| -0.4% | -$17.8K | 1.08% | 39 |
|
|
2018
Q3 | $5.48M | Buy |
+68,654
| New | +$5.48M | 1.17% | 39 |
|