LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Xylem XYL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $521K | Sell |
4,026
-132
| -3% | -$17.1K | ﹤0.01% | 207 |
|
|
2025
Q1 | $471K | Buy |
4,158
+762
| +22% | +$86.4K | ﹤0.01% | 213 |
|
|
2024
Q4 | $415K | Hold |
3,396
| – | – | ﹤0.01% | 227 |
|
|
2024
Q3 | $444K | Hold |
3,396
| – | – | ﹤0.01% | 224 |
|
|
2024
Q2 | $480K | Hold |
3,396
| – | – | ﹤0.01% | 209 |
|
|
2024
Q1 | $438K | Hold |
3,396
| – | – | ﹤0.01% | 211 |
|
|
2023
Q4 | $382K | Hold |
3,396
| – | – | ﹤0.01% | 221 |
|
|
2023
Q3 | $320K | Sell |
3,396
-570
| -14% | -$53.8K | ﹤0.01% | 234 |
|
|
2023
Q2 | $447K | Buy |
3,966
+64
| +2% | +$7.21K | ﹤0.01% | 218 |
|
|
2023
Q1 | $409K | Hold |
3,902
| – | – | ﹤0.01% | 213 |
|
|
2022
Q4 | $431K | Hold |
3,902
| – | – | 0.01% | 210 |
|
|
2022
Q3 | $341K | Hold |
3,902
| – | – | ﹤0.01% | 232 |
|
|
2022
Q2 | $305K | Sell |
3,902
-100
| -2% | -$7.82K | ﹤0.01% | 248 |
|
|
2022
Q1 | $341K | Sell |
4,002
-36
| -0.9% | -$3.07K | ﹤0.01% | 241 |
|
|
2021
Q4 | $484K | Hold |
4,038
| – | – | ﹤0.01% | 226 |
|
|
2021
Q3 | $499K | Buy |
4,038
+142
| +4% | +$17.5K | ﹤0.01% | 220 |
|
|
2021
Q2 | $467K | Hold |
3,896
| – | – | ﹤0.01% | 230 |
|
|
2021
Q1 | $410K | Sell |
3,896
-350
| -8% | -$36.8K | ﹤0.01% | 230 |
|
|
2020
Q4 | $432K | Buy |
4,246
+36
| +0.9% | +$3.66K | ﹤0.01% | 219 |
|
|
2020
Q3 | $354K | Sell |
4,210
-450
| -10% | -$37.8K | ﹤0.01% | 222 |
|
|
2020
Q2 | $303K | Sell |
4,660
-3,270
| -41% | -$213K | ﹤0.01% | 216 |
|
|
2020
Q1 | $516K | Buy |
7,930
+615
| +8% | +$40K | 0.01% | 172 |
|
|
2019
Q4 | $576K | Buy |
7,315
+3,464
| +90% | +$273K | 0.01% | 189 |
|
|
2019
Q3 | $307K | Buy |
3,851
+1,020
| +36% | +$81.3K | ﹤0.01% | 223 |
|
|
2019
Q2 | $237K | Buy |
2,831
+2,170
| +328% | +$182K | ﹤0.01% | 247 |
|
|
2019
Q1 | $52K | Hold |
661
| – | – | ﹤0.01% | 403 |
|
|
2018
Q4 | $44K | Hold |
661
| – | – | ﹤0.01% | 430 |
|
|
2018
Q3 | $53K | Sell |
661
-31
| -4% | -$2.49K | ﹤0.01% | 424 |
|
|
2018
Q2 | $47K | Hold |
692
| – | – | ﹤0.01% | 429 |
|
|
2018
Q1 | $53K | Sell |
692
-5
| -0.7% | -$383 | ﹤0.01% | 438 |
|
|
2017
Q4 | $48K | Hold |
697
| – | – | ﹤0.01% | 441 |
|
|
2017
Q3 | $44K | Buy |
697
+5
| +0.7% | +$316 | ﹤0.01% | 437 |
|
|
2017
Q2 | $39K | Buy |
692
+31
| +5% | +$1.75K | ﹤0.01% | 443 |
|
|
2017
Q1 | $33K | Hold |
661
| – | – | ﹤0.01% | 450 |
|
|
2016
Q4 | $33K | Hold |
661
| – | – | ﹤0.01% | 431 |
|
|
2016
Q3 | $35K | Hold |
661
| – | – | ﹤0.01% | 434 |
|
|
2016
Q2 | $30K | Sell |
661
-92
| -12% | -$4.18K | ﹤0.01% | 450 |
|
|
2016
Q1 | $31K | Buy |
753
+183
| +32% | +$7.53K | ﹤0.01% | 446 |
|
|
2015
Q4 | $21K | Sell |
570
-1,070
| -65% | -$39.4K | ﹤0.01% | 510 |
|
|
2015
Q3 | $61K | Hold |
1,640
| – | – | ﹤0.01% | 400 |
|
|
2015
Q2 | $61K | Buy |
1,640
+570
| +53% | +$21.2K | ﹤0.01% | 400 |
|
|
2015
Q1 | $37K | Hold |
1,070
| – | – | ﹤0.01% | 464 |
|
|
2014
Q4 | $41K | Buy |
+1,070
| New | +$41K | ﹤0.01% | 449 |
|
|
2014
Q3 | – | Sell |
-2,972
| Closed | -$116K | – | 620 |
|
|
2014
Q2 | $116K | Buy |
+2,972
| New | +$116K | ﹤0.01% | 341 |
|