Pinnacle Wealth Management Advisory Group’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-3,587
| Closed | -$429K | – | 387 |
|
2025
Q1 | $429K | Buy |
3,587
+218
| +6% | +$26K | 0.04% | 231 |
|
2024
Q4 | $391K | Sell |
3,369
-40
| -1% | -$4.64K | 0.04% | 242 |
|
2024
Q3 | $460K | Sell |
3,409
-196
| -5% | -$26.5K | 0.04% | 214 |
|
2024
Q2 | $489K | Buy |
3,605
+20
| +0.6% | +$2.71K | 0.05% | 198 |
|
2024
Q1 | $463K | Sell |
3,585
-248
| -6% | -$32.1K | 0.05% | 201 |
|
2023
Q4 | $438K | Buy |
3,833
+315
| +9% | +$36K | 0.05% | 203 |
|
2023
Q3 | $320K | Sell |
3,518
-90
| -2% | -$8.19K | 0.04% | 224 |
|
2023
Q2 | $406K | Buy |
+3,608
| New | +$406K | 0.05% | 205 |
|