Perigon Wealth Management’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Sell |
1,842
-17
| -0.9% | -$2.2K | 0.01% | 932 |
|
|
2025
Q1 | $222K | Buy |
1,859
+7
| +0.4% | +$836 | 0.01% | 925 |
|
|
2024
Q4 | $220K | Sell |
1,852
-424
| -19% | -$50.4K | 0.01% | 933 |
|
|
2024
Q3 | $307K | Buy |
+2,276
| New | +$307K | 0.01% | 775 |
|
|
2024
Q1 | – | Sell |
-2,012
| Closed | -$230K | – | 928 |
|
|
2023
Q4 | $230K | Buy |
+2,012
| New | +$230K | 0.01% | 747 |
|
|
2023
Q3 | – | Sell |
-2,264
| Closed | -$255K | – | 825 |
|
|
2023
Q2 | $255K | Buy |
+2,264
| New | +$255K | 0.01% | 666 |
|
|
2021
Q1 | – | Sell |
-652
| Closed | -$66K | – | 1045 |
|
|
2020
Q4 | $66K | Buy |
+652
| New | +$66K | 0.01% | 655 |
|
|
2017
Q3 | – | Sell |
-13,734
| Closed | -$761K | – | 725 |
|
|
2017
Q2 | $761K | Buy |
13,734
+336
| +3% | +$18.6K | 0.17% | 139 |
|
|
2017
Q1 | $673K | Buy |
13,398
+1,407
| +12% | +$70.7K | 0.14% | 149 |
|
|
2016
Q4 | $586K | Buy |
+11,991
| New | +$586K | 0.13% | 158 |
|