PA
Perennial Advisors’s Xylem XYL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.37M | Buy |
49,270
+143
| +0.3% | +$18.5K | 1.18% | 29 |
|
|
2025
Q1 | $5.87M | Buy |
49,127
+1,036
| +2% | +$124K | 1.17% | 33 |
|
|
2024
Q4 | $5.58M | Buy |
+48,091
| New | +$5.58M | 1.21% | 30 |
|
|
2024
Q2 | $6.28M | Sell |
46,297
-759
| -2% | -$103K | 1.41% | 25 |
|
|
2024
Q1 | $6.08M | Sell |
47,056
-557
| -1% | -$72K | 1.41% | 27 |
|
|
2023
Q4 | $5.45M | Buy |
47,613
+770
| +2% | +$88.1K | 1.34% | 29 |
|
|
2023
Q3 | $4.26M | Buy |
46,843
+1,303
| +3% | +$119K | 1.15% | 34 |
|
|
2023
Q2 | $5.13M | Buy |
45,540
+1,517
| +3% | +$171K | 1.31% | 30 |
|
|
2023
Q1 | $4.61M | Sell |
44,023
-14
| -0% | -$1.47K | 1.32% | 32 |
|
|
2022
Q4 | $4.87M | Sell |
44,037
-3,946
| -8% | -$436K | 1.55% | 28 |
|
|
2022
Q3 | $4.19M | Buy |
47,983
+417
| +0.9% | +$36.4K | 1.37% | 32 |
|
|
2022
Q2 | $3.72M | Buy |
47,566
+574
| +1% | +$44.9K | 1.16% | 37 |
|
|
2022
Q1 | $4.01M | Buy |
46,992
+2,225
| +5% | +$190K | 1.06% | 38 |
|
|
2021
Q4 | $5.37M | Buy |
44,767
+1,211
| +3% | +$145K | 1.45% | 33 |
|
|
2021
Q3 | $5.39M | Buy |
43,556
+897
| +2% | +$111K | 1.59% | 32 |
|
|
2021
Q2 | $5.12M | Buy |
42,659
+622
| +1% | +$74.6K | 1.49% | 31 |
|
|
2021
Q1 | $4.42M | Buy |
42,037
+842
| +2% | +$88.6K | 1.39% | 36 |
|
|
2020
Q4 | $4.19M | Buy |
41,195
+264
| +0.6% | +$26.9K | 1.48% | 34 |
|
|
2020
Q3 | $3.44M | Sell |
40,931
-2,046
| -5% | -$172K | 1.41% | 34 |
|
|
2020
Q2 | $2.79M | Buy |
42,977
+1,338
| +3% | +$86.9K | 1.19% | 36 |
|
|
2020
Q1 | $2.71M | Buy |
41,639
+735
| +2% | +$47.9K | 1.51% | 30 |
|
|
2019
Q4 | $3.22M | Buy |
40,904
+296
| +0.7% | +$23.3K | 1.55% | 31 |
|
|
2019
Q3 | $3.23M | Buy |
40,608
+720
| +2% | +$57.3K | 1.68% | 28 |
|
|
2019
Q2 | $3.34M | Buy |
39,888
+1,372
| +4% | +$115K | 1.78% | 26 |
|
|
2019
Q1 | $3.04M | Buy |
38,516
+1,339
| +4% | +$106K | 1.73% | 29 |
|
|
2018
Q4 | $2.48M | Buy |
37,177
+1,673
| +5% | +$112K | 1.61% | 30 |
|
|
2018
Q3 | $2.84M | Sell |
35,504
-610
| -2% | -$48.7K | 1.63% | 26 |
|
|
2018
Q2 | $2.43M | Buy |
36,114
+681
| +2% | +$45.9K | 1.5% | 31 |
|
|
2018
Q1 | $2.73M | Sell |
35,433
-2,066
| -6% | -$159K | 1.72% | 23 |
|
|
2017
Q4 | $2.56M | Buy |
37,499
+1,270
| +4% | +$86.6K | 1.59% | 28 |
|
|
2017
Q3 | $2.27M | Buy |
36,229
+1,144
| +3% | +$71.6K | 1.54% | 30 |
|
|
2017
Q2 | $1.95M | Buy |
35,085
+1,590
| +5% | +$88.1K | 1.41% | 34 |
|
|
2017
Q1 | $1.68M | Buy |
33,495
+2,809
| +9% | +$141K | 1.29% | 37 |
|
|
2016
Q4 | $1.52M | Buy |
+30,686
| New | +$1.52M | 1.26% | 37 |
|