Sequoia Financial Advisors’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.9M | Buy |
316,485
+20,077
| +7% | +$2.6M | 0.28% | 71 |
|
|
2025
Q1 | $35.4M | Buy |
296,408
+23,717
| +9% | +$2.83M | 0.27% | 80 |
|
|
2024
Q4 | $31.6M | Buy |
272,691
+14,174
| +5% | +$1.64M | 0.3% | 78 |
|
|
2024
Q3 | $34.9M | Buy |
258,517
+16,315
| +7% | +$2.2M | 0.37% | 66 |
|
|
2024
Q2 | $32.8M | Buy |
242,202
+93,984
| +63% | +$12.7M | 0.4% | 58 |
|
|
2024
Q1 | $19.2M | Buy |
148,218
+136,212
| +1,135% | +$17.6M | 0.24% | 89 |
|
|
2023
Q4 | $1.37M | Buy |
12,006
+9,636
| +407% | +$1.1M | 0.02% | 441 |
|
|
2023
Q3 | $216K | Buy |
2,370
+285
| +14% | +$25.9K | ﹤0.01% | 822 |
|
|
2023
Q2 | $235K | Buy |
+2,085
| New | +$235K | ﹤0.01% | 795 |
|
|
2023
Q1 | – | Sell |
-2,227
| Closed | -$246K | – | 876 |
|
|
2022
Q4 | $246K | Buy |
+2,227
| New | +$246K | 0.01% | 652 |
|
|
2020
Q1 | – | Sell |
-3,212
| Closed | -$253K | – | 420 |
|
|
2019
Q4 | $253K | Hold |
3,212
| – | – | 0.02% | 324 |
|
|
2019
Q3 | $256K | Hold |
3,212
| – | – | 0.02% | 302 |
|
|
2019
Q2 | $269K | Hold |
3,212
| – | – | 0.02% | 297 |
|
|
2019
Q1 | $254K | Buy |
3,212
+200
| +7% | +$15.8K | 0.02% | 304 |
|
|
2018
Q4 | $201K | Hold |
3,012
| – | – | 0.02% | 275 |
|
|
2018
Q3 | $241K | Hold |
3,012
| – | – | 0.02% | 268 |
|
|
2018
Q2 | $203K | Hold |
3,012
| – | – | 0.02% | 287 |
|
|
2018
Q1 | $232K | Hold |
3,012
| – | – | 0.02% | 261 |
|
|
2017
Q4 | $205K | Buy |
+3,012
| New | +$205K | 0.02% | 285 |
|