Montag & Associates’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-51
| Closed | -$6.09K | – | 1032 |
|
|
2025
Q1 | $6.09K | Hold |
51
| – | – | ﹤0.01% | 829 |
|
|
2024
Q4 | $5.92K | Hold |
51
| – | – | ﹤0.01% | 828 |
|
|
2024
Q3 | $6.89K | Hold |
51
| – | – | ﹤0.01% | 847 |
|
|
2024
Q2 | $6.92K | Hold |
51
| – | – | ﹤0.01% | 799 |
|
|
2024
Q1 | $6.59K | Hold |
51
| – | – | ﹤0.01% | 796 |
|
|
2023
Q4 | $5.83K | Hold |
51
| – | – | ﹤0.01% | 814 |
|
|
2023
Q3 | $4.64K | Hold |
51
| – | – | ﹤0.01% | 805 |
|
|
2023
Q2 | $5.74K | Buy |
51
+3
| +6% | +$338 | ﹤0.01% | 805 |
|
|
2023
Q1 | $5.03K | Hold |
48
| – | – | ﹤0.01% | 810 |
|
|
2022
Q4 | $5.31K | Buy |
+48
| New | +$5.31K | ﹤0.01% | 811 |
|