Key Financial Inc’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $150K | Hold |
1,256
| – | – | 0.03% | 336 |
|
|
2025
Q4 | $171K | Hold |
1,256
| – | – | 0.03% | 314 |
|
|
2025
Q3 | $186K | Buy |
1,256
+515
| +70% | +$71.4K | 0.03% | 302 |
|
|
2025
Q2 | $95.9K | Hold |
741
| – | – | 0.02% | 392 |
|
|
2025
Q1 | $88.5K | Hold |
741
| – | – | 0.02% | 382 |
|
|
2024
Q4 | $86K | Hold |
741
| – | – | 0.02% | 387 |
|
|
2024
Q3 | $100K | Hold |
741
| – | – | 0.02% | 348 |
|
|
2024
Q2 | $101K | Hold |
741
| – | – | 0.02% | 339 |
|
|
2024
Q1 | $95.8K | Hold |
741
| – | – | 0.02% | 334 |
|
|
2023
Q4 | $84.7K | Hold |
741
| – | – | 0.02% | 336 |
|
|
2023
Q3 | $67.5K | Hold |
741
| – | – | 0.02% | 351 |
|
|
2023
Q2 | $83.5K | Buy |
741
+41
| +6% | +$4.34K | 0.03% | 330 |
|
|
2023
Q1 | $73.3K | Hold |
700
| – | – | 0.03% | 337 |
|
|
2022
Q4 | $61.2K | Hold |
700
| – | – | 0.03% | 329 |
|
|
2022
Q3 | $61K | Hold |
700
| – | – | 0.03% | 335 |
|
|
2022
Q2 | $55K | Hold |
700
| – | – | 0.03% | 343 |
|
|
2022
Q1 | $60K | Hold |
700
| – | – | 0.03% | 338 |
|
|
2021
Q4 | $84K | Hold |
700
| – | – | 0.04% | 261 |
|
|
2021
Q3 | $87K | Hold |
700
| – | – | 0.05% | 243 |
|
|
2021
Q2 | $88K | Sell |
700
-515
| -42% | -$58.8K | 0.05% | 250 |
|
|
2021
Q1 | $128K | Buy |
1,215
+515
| +74% | +$52.2K | 0.08% | 174 |
|
|
2020
Q4 | $71K | Buy |
+700
| New | +$65.8K | 0.05% | 214 |
|
|
2020
Q2 | – | Sell |
-1,215
| Closed | -$80K | – | 671 |
|
|
2020
Q1 | $80K | Buy |
+1,215
| New | +$95.7K | 0.08% | 179 |
|
Other funds holding XYL
VCM
VPM
