Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-2,987
Closed -$441K 611
2025
Q3
$441K Sell
2,987
-3,072
-51% -$426K 0.03% 380
2025
Q2
$784K Buy
6,059
+689
+13% +$83.4K 0.05% 309
2025
Q1
$642K Buy
+5,370
New +$665K 0.04% 357
2015
Q2
Sell
-32,098
Closed -$1.12M 498
2015
Q1
$1.12M Sell
32,098
-1,402
-4% -$49.5K 0.12% 131
2014
Q4
$1.27M Buy
33,500
+14,808
+79% +$542K 0.14% 129
2014
Q3
$664K Sell
18,692
-657
-3% -$24.4K 0.07% 208
2014
Q2
$756K Sell
19,349
-1,063
-5% -$39.7K 0.08% 190
2014
Q1
$744K Sell
20,412
-1,537
-7% -$56K 0.08% 192
2013
Q4
$760K Sell
21,949
-14,592
-40% -$469K 0.08% 184
2013
Q3
$1.02M Sell
36,541
-742
-2% -$19.8K 0.13% 143
2013
Q2
$1M Buy
+37,283
New +$1.03M 0.13% 147

Other funds holding XYL