Patten & Patten’s Xylem XYL Stock Holding History

Patten & Patten’s Portfolio XYL Stock Details XYL Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.08M	Sell	16,055 -990	-6%	-$128K	0.13%	116
2025 Q1	$2.04M	Buy	17,045 +20	+0.1%	+$2.39K	0.14%	110
2024 Q4	$1.98M	Hold	17,025	–	–	0.13%	114
2024 Q3	$2.3M	Sell	17,025 -200	-1%	-$27K	0.15%	107
2024 Q2	$2.34M	Sell	17,225 -425	-2%	-$57.6K	0.16%	107
2024 Q1	$2.28M	Sell	17,650 -440	-2%	-$56.9K	0.16%	112
2023 Q4	$2.07M	Sell	18,090 -3,635	-17%	-$416K	0.17%	102
2023 Q3	$1.98M	Buy	21,725 +85	+0.4%	+$7.74K	0.17%	96
2023 Q2	$2.44M	Sell	21,640 -1,825	-8%	-$206K	0.2%	90
2023 Q1	$2.46M	Sell	23,465 -500	-2%	-$52.4K	0.22%	89
2022 Q4	$2.65M	Hold	23,965	–	–	0.24%	82
2022 Q3	$2.09M	Hold	23,965	–	–	0.2%	86
2022 Q2	$1.87M	Sell	23,965 -100	-0.4%	-$7.82K	0.16%	92
2022 Q1	$2.05M	Sell	24,065 -75	-0.3%	-$6.4K	0.15%	103
2021 Q4	$2.9M	Buy	24,140 +325	+1%	+$39K	0.2%	88
2021 Q3	$2.95M	Buy	23,815 +1,205	+5%	+$149K	0.22%	86
2021 Q2	$2.71M	Buy	22,610 +1,125	+5%	+$135K	0.21%	88
2021 Q1	$2.26M	Buy	21,485 +650	+3%	+$68.4K	0.18%	93
2020 Q4	$2.12M	Hold	20,835	–	–	0.18%	87
2020 Q3	$1.75M	Sell	20,835 -200	-1%	-$16.8K	0.17%	89
2020 Q2	$1.37M	Buy	21,035 +200	+1%	+$13K	0.15%	105
2020 Q1	$1.36M	Buy	20,835 +1,050	+5%	+$68.4K	0.18%	91
2019 Q4	$1.56M	Sell	19,785 -350	-2%	-$27.6K	0.16%	106
2019 Q3	$1.6M	Buy	20,135 +3,950	+24%	+$314K	0.18%	98
2019 Q2	$1.35M	Buy	16,185 +2,085	+15%	+$174K	0.15%	116
2019 Q1	$1.11M	Hold	14,100	–	–	0.12%	117
2018 Q4	$941K	Hold	14,100	–	–	0.12%	121
2018 Q3	$1.13M	Hold	14,100	–	–	0.11%	128
2018 Q2	$950K	Hold	14,100	–	–	0.1%	137
2018 Q1	$1.09M	Hold	14,100	–	–	0.11%	127
2017 Q4	$962K	Buy	14,100 +2,550	+22%	+$174K	0.1%	138
2017 Q3	$723K	Hold	11,550	–	–	0.08%	157
2017 Q2	$640K	Hold	11,550	–	–	0.07%	157
2017 Q1	$580K	Buy	+11,550	New	+$580K	0.07%	159