Smith Salley 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 | $10.7M | Buy |
82,652
+1,508
| +2% | +$195K | 0.62% | 46 |
|
|
2025
Q1 | $9.69M | Buy |
81,144
+264
| +0.3% | +$31.5K | 0.64% | 47 |
|
|
2024
Q4 | $9.38M | Buy |
80,880
+241
| +0.3% | +$28K | 0.6% | 45 |
|
|
2024
Q3 | $10.9M | Buy |
80,639
+2,255
| +3% | +$304K | 0.71% | 45 |
|
|
2024
Q2 | $10.6M | Buy |
78,384
+4,091
| +6% | +$555K | 0.76% | 40 |
|
|
2024
Q1 | $9.6M | Sell |
74,293
-25,400
| -25% | -$3.28M | 0.75% | 43 |
|
|
2023
Q4 | $11.4M | Buy |
99,693
+3,809
| +4% | +$436K | 0.74% | 44 |
|
|
2023
Q3 | $8.73M | Buy |
95,884
+3,150
| +3% | +$287K | 0.65% | 46 |
|
|
2023
Q2 | $10.4M | Sell |
92,734
-528
| -0.6% | -$59.5K | 0.77% | 42 |
|
|
2023
Q1 | $9.76M | Buy |
93,262
+1,687
| +2% | +$177K | 0.78% | 43 |
|
|
2022
Q4 | $10.1M | Buy |
91,575
+873
| +1% | +$96.5K | 0.87% | 39 |
|
|
2022
Q3 | $7.92M | Buy |
90,702
+1,378
| +2% | +$120K | 0.74% | 42 |
|
|
2022
Q2 | $6.98M | Buy |
89,324
+3,603
| +4% | +$282K | 0.6% | 51 |
|
|
2022
Q1 | $7.31M | Buy |
85,721
+1,206
| +1% | +$103K | 0.55% | 52 |
|
|
2021
Q4 | $10.1M | Sell |
84,515
-34,197
| -29% | -$4.1M | 0.72% | 45 |
|
|
2021
Q3 | $14.7M | Buy |
118,712
+664
| +0.6% | +$82.1K | 1.16% | 33 |
|
|
2021
Q2 | $14.2M | Buy |
118,048
+3,266
| +3% | +$392K | 1.15% | 35 |
|
|
2021
Q1 | $12.1M | Buy |
114,782
+6,232
| +6% | +$655K | 1.08% | 36 |
|
|
2020
Q4 | $11M | Buy |
108,550
+5,826
| +6% | +$593K | 1.12% | 35 |
|
|
2020
Q3 | $8.64M | Buy |
102,724
+39,904
| +64% | +$3.36M | 1.04% | 40 |
|
|
2020
Q2 | $4.08M | Buy |
62,820
+1,586
| +3% | +$103K | 0.54% | 54 |
|
|
2020
Q1 | $3.99M | Buy |
61,234
+1,749
| +3% | +$114K | 0.66% | 47 |
|
|
2019
Q4 | $4.69M | Sell |
59,485
-331
| -0.6% | -$26.1K | 0.62% | 52 |
|
|
2019
Q3 | $4.76M | Buy |
+59,816
| New | +$4.76M | 0.68% | 47 |
|