Moneta Group Investment Advisors’s Xylem XYL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$490K	Buy	3,789 +988	+35%	+$128K	0.01%	442
2025 Q1	$335K	Buy	2,801 +9	+0.3%	+$1.08K	﹤0.01%	505
2024 Q4	$324K	Buy	+2,792	New	+$324K	﹤0.01%	516