Loring Wolcott & Coolidge Fiduciary Advisors’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $521K | Sell |
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|
2025
Q1 | $471K | Buy |
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|
2024
Q4 | $415K | Hold |
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|
2024
Q3 | $444K | Hold |
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|
2024
Q2 | $480K | Hold |
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|
2024
Q1 | $438K | Hold |
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|
2023
Q4 | $382K | Hold |
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|
2023
Q3 | $320K | Sell |
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|
2023
Q2 | $447K | Buy |
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|
2023
Q1 | $409K | Hold |
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|
2022
Q4 | $431K | Hold |
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|
2022
Q3 | $341K | Hold |
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|
2022
Q2 | $305K | Sell |
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|
2022
Q1 | $341K | Sell |
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|
2021
Q4 | $484K | Hold |
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|
2021
Q3 | $499K | Buy |
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|
2021
Q2 | $467K | Hold |
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|
2021
Q1 | $410K | Sell |
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|
2020
Q4 | $432K | Buy |
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|
2020
Q3 | $354K | Sell |
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|
2020
Q2 | $303K | Sell |
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|
2020
Q1 | $516K | Buy |
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|
2019
Q4 | $576K | Buy |
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|
2019
Q3 | $307K | Buy |
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|
2019
Q2 | $237K | Buy |
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|
2019
Q1 | $52K | Hold |
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|
2018
Q4 | $44K | Hold |
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|
2018
Q3 | $53K | Sell |
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|
2018
Q2 | $47K | Hold |
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|
2018
Q1 | $53K | Sell |
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|
2017
Q4 | $48K | Hold |
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|
2017
Q3 | $44K | Buy |
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|
2017
Q2 | $39K | Buy |
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|
2017
Q1 | $33K | Hold |
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|
2016
Q4 | $33K | Hold |
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|
2016
Q3 | $35K | Hold |
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|
2016
Q2 | $30K | Sell |
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|
2016
Q1 | $31K | Buy |
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|
2015
Q4 | $21K | Sell |
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|
2015
Q3 | $61K | Hold |
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|
2015
Q2 | $61K | Buy |
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|
2015
Q1 | $37K | Hold |
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|
2014
Q4 | $41K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $116K | Buy |
|