RWM
Ritholtz Wealth Management’s Xylem XYL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,676
| Closed | -$1.04M | – | 1044 |
|
|
2025
Q1 | $1.04M | Buy |
8,676
+11
| +0.1% | +$1.31K | 0.03% | 393 |
|
|
2024
Q4 | $1.01M | Sell |
8,665
-517
| -6% | -$60K | 0.03% | 363 |
|
|
2024
Q3 | $1.24M | Buy |
9,182
+512
| +6% | +$69.1K | 0.04% | 329 |
|
|
2024
Q2 | $1.18M | Buy |
8,670
+10
| +0.1% | +$1.36K | 0.04% | 318 |
|
|
2024
Q1 | $1.12M | Hold |
8,660
| – | – | 0.04% | 330 |
|
|
2023
Q4 | $990K | Buy |
+8,660
| New | +$990K | 0.04% | 318 |
|
|
2023
Q3 | – | Sell |
-15,620
| Closed | -$1.76M | – | 747 |
|
|
2023
Q2 | $1.76M | Buy |
15,620
+200
| +1% | +$22.5K | 0.08% | 163 |
|
|
2023
Q1 | $1.61M | Buy |
15,420
+12,264
| +389% | +$1.28M | 0.08% | 158 |
|
|
2022
Q4 | $349K | Sell |
3,156
-1,925
| -38% | -$213K | 0.02% | 433 |
|
|
2022
Q3 | $444K | Buy |
5,081
+1,925
| +61% | +$168K | 0.02% | 427 |
|
|
2022
Q2 | $247K | Buy |
3,156
+101
| +3% | +$7.91K | 0.02% | 453 |
|
|
2022
Q1 | $260K | Buy |
3,055
+7
| +0.2% | +$596 | 0.02% | 443 |
|
|
2021
Q4 | $366K | Hold |
3,048
| – | – | 0.02% | 366 |
|
|
2021
Q3 | $377K | Hold |
3,048
| – | – | 0.03% | 328 |
|
|
2021
Q2 | $366K | Hold |
3,048
| – | – | 0.03% | 329 |
|
|
2021
Q1 | $321K | Hold |
3,048
| – | – | 0.03% | 291 |
|
|
2020
Q4 | $310K | Buy |
+3,048
| New | +$310K | 0.03% | 250 |
|