Orion Portfolio Solutions’s Xylem XYL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$963K Buy
8,058
+402
+5% +$48K 0.01% 1104
2024
Q4
$888K Buy
7,656
+2,770
+57% +$321K 0.01% 1119
2024
Q3
$660K Buy
4,886
+20
+0.4% +$2.7K 0.01% 1225
2024
Q2
$660K Buy
4,866
+1,743
+56% +$236K 0.01% 1174
2024
Q1
$404K Buy
3,123
+716
+30% +$92.5K ﹤0.01% 1360
2023
Q4
$272K Buy
+2,407
New +$272K ﹤0.01% 1444
2023
Q3
Sell
-16,567
Closed -$1.87M 1691
2023
Q2
$1.87M Buy
16,567
+3,611
+28% +$407K 0.02% 687
2023
Q1
$1.36M Buy
+12,956
New +$1.36M 0.02% 754
2020
Q3
Sell
-642
Closed -$42K 2095
2020
Q2
$42K Buy
642
+70
+12% +$4.58K ﹤0.01% 751
2020
Q1
$37K Sell
572
-108
-16% -$6.99K ﹤0.01% 665
2019
Q4
$54K Buy
+680
New +$54K ﹤0.01% 542