Nicola Wealth Management’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-22,000
| Closed | -$2.85M | – | 112 |
|
|
2025
Q2 | $2.85M | Buy |
22,000
+5,500
| +33% | +$666K | 0.27% | 61 |
|
|
2025
Q1 | $1.97M | Sell |
16,500
-3,500
| -18% | -$434K | 0.19% | 80 |
|
|
2024
Q4 | $2.32M | Sell |
20,000
-1,000
| -5% | -$126K | 0.22% | 81 |
|
|
2024
Q3 | $2.84M | Hold |
21,000
| – | – | 0.23% | 75 |
|
|
2024
Q2 | $2.85M | Sell |
21,000
-6,000
| -22% | -$816K | 0.25% | 74 |
|
|
2024
Q1 | $3.49M | Sell |
27,000
-15,000
| -36% | -$1.81M | 0.34% | 69 |
|
|
2023
Q4 | $4.8M | Sell |
42,000
-5,000
| -11% | -$499K | 0.5% | 54 |
|
|
2023
Q3 | $4.28M | Sell |
47,000
-4,000
| -8% | -$413K | 0.46% | 56 |
|
|
2023
Q2 | $5.74M | Buy |
51,000
+18,000
| +55% | +$1.9M | 0.56% | 49 |
|
|
2023
Q1 | $3.46M | Sell |
33,000
-12,000
| -27% | -$1.25M | 0.34% | 71 |
|
|
2022
Q4 | $4.98M | Sell |
45,000
-5,000
| -10% | -$524K | 0.5% | 58 |
|
|
2022
Q3 | $4.37M | Sell |
50,000
-4,000
| -7% | -$364K | 0.48% | 69 |
|
|
2022
Q2 | $4.22M | Buy |
54,000
+3,000
| +6% | +$248K | 0.4% | 73 |
|
|
2022
Q1 | $4.35M | Buy |
51,000
+14,000
| +38% | +$1.34M | 0.38% | 82 |
|
|
2021
Q4 | $4.44M | Sell |
37,000
-6,000
| -14% | -$745K | 0.42% | 83 |
|
|
2021
Q3 | $5.32M | Sell |
43,000
-28,200
| -40% | -$3.63M | 0.55% | 69 |
|
|
2021
Q2 | $8.54M | Sell |
71,200
-4,300
| -6% | -$491K | 0.88% | 54 |
|
|
2021
Q1 | $7.94M | Buy |
75,500
+11,000
| +17% | +$1.12M | 0.89% | 50 |
|
|
2020
Q4 | $6.57M | Buy |
64,500
+10,000
| +18% | +$940K | 0.82% | 57 |
|
|
2020
Q3 | $4.58M | Sell |
54,500
-3,000
| -5% | -$234K | 0.65% | 67 |
|
|
2020
Q2 | $3.73M | Buy |
57,500
+7,000
| +14% | +$462K | 0.52% | 70 |
|
|
2020
Q1 | $3.29M | Sell |
50,500
-30,500
| -38% | -$2.4M | 0.49% | 72 |
|
|
2019
Q4 | $6.38M | Buy |
81,000
+2,000
| +3% | +$156K | 0.96% | 43 |
|
|
2019
Q3 | $6.29M | Buy |
79,000
+12,000
| +18% | +$943K | 0.99% | 46 |
|
|
2019
Q2 | $5.6M | Buy |
67,000
+7,000
| +12% | +$558K | 0.93% | 46 |
|
|
2019
Q1 | $4.74M | Hold |
60,000
| – | – | 0.71% | 60 |
|
|
2018
Q4 | $4M | Buy |
60,000
+15,000
| +33% | +$1.04M | 0.66% | 63 |
|
|
2018
Q3 | $3.59M | Hold |
45,000
| – | – | 0.63% | 69 |
|
|
2018
Q2 | $3.03M | Buy |
45,000
+20,000
| +80% | +$1.45M | 0.6% | 66 |
|
|
2018
Q1 | $1.92M | Buy |
+25,000
| New | +$1.85M | 0.39% | 92 |
|
Other funds holding XYL
