Kovitz Investment Group Partners’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.73M | Sell |
44,288
-4,950
| -10% | -$640K | 0.02% | 426 |
|
2025
Q1 | $5.88M | Sell |
49,238
-818
| -2% | -$97.7K | 0.03% | 374 |
|
2024
Q4 | $5.81M | Buy |
50,056
+26,297
| +111% | +$3.05M | 0.03% | 374 |
|
2024
Q3 | $2.88M | Buy |
23,759
+17,141
| +259% | +$2.08M | 0.02% | 428 |
|
2024
Q2 | $898K | Sell |
6,618
-5,307
| -45% | -$720K | 0.01% | 555 |
|
2024
Q1 | $1.54M | Buy |
+11,925
| New | +$1.54M | 0.02% | 336 |
|