Steward Partners Investment Advisory’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.8M | Buy |
21,660
+1,332
| +7% | +$172K | 0.02% | 592 |
|
2025
Q1 | $2.43M | Buy |
20,328
+619
| +3% | +$73.9K | 0.02% | 604 |
|
2024
Q4 | $2.29M | Buy |
19,709
+2,298
| +13% | +$267K | 0.02% | 592 |
|
2024
Q3 | $2.35M | Buy |
17,411
+195
| +1% | +$26.3K | 0.02% | 578 |
|
2024
Q2 | $2.34M | Buy |
17,216
+664
| +4% | +$90.1K | 0.02% | 536 |
|
2024
Q1 | $2.14M | Buy |
16,552
+52
| +0.3% | +$6.72K | 0.02% | 567 |
|
2023
Q4 | $1.89M | Sell |
16,500
-60
| -0.4% | -$6.86K | 0.03% | 521 |
|
2023
Q3 | $1.51M | Buy |
16,560
+367
| +2% | +$33.4K | 0.02% | 541 |
|
2023
Q2 | $1.82M | Buy |
16,193
+4,384
| +37% | +$494K | 0.03% | 507 |
|
2023
Q1 | $1.24M | Buy |
11,809
+42
| +0.4% | +$4.4K | 0.02% | 626 |
|
2022
Q4 | $1.3M | Sell |
11,767
-140
| -1% | -$15.5K | 0.02% | 579 |
|
2022
Q3 | $1.04M | Buy |
11,907
+256
| +2% | +$22.4K | 0.02% | 613 |
|
2022
Q2 | $911K | Buy |
11,651
+1,127
| +11% | +$88.1K | 0.02% | 663 |
|
2022
Q1 | $897K | Buy |
10,524
+461
| +5% | +$39.3K | 0.01% | 712 |
|
2021
Q4 | $1.21M | Buy |
10,063
+158
| +2% | +$19K | 0.02% | 635 |
|
2021
Q3 | $1.23M | Buy |
9,905
+167
| +2% | +$20.7K | 0.02% | 602 |
|
2021
Q2 | $1.17M | Sell |
9,738
-6,270
| -39% | -$752K | 0.02% | 616 |
|
2021
Q1 | $1.68M | Buy |
16,008
+6,582
| +70% | +$692K | 0.03% | 482 |
|
2020
Q4 | $960K | Sell |
9,426
-202
| -2% | -$20.6K | 0.02% | 568 |
|
2020
Q3 | $810K | Sell |
9,628
-1,513
| -14% | -$127K | 0.02% | 541 |
|
2020
Q2 | $724K | Buy |
11,141
+2,214
| +25% | +$144K | 0.02% | 534 |
|
2020
Q1 | $581K | Sell |
8,927
-231
| -3% | -$15K | 0.02% | 529 |
|
2019
Q4 | $721K | Buy |
9,158
+572
| +7% | +$45K | 0.02% | 535 |
|
2019
Q3 | $683K | Buy |
8,586
+1,762
| +26% | +$140K | 0.02% | 507 |
|
2019
Q2 | $570K | Buy |
+6,824
| New | +$570K | 0.02% | 523 |
|
2018
Q4 | – | Sell |
-268
| Closed | -$21K | – | 2205 |
|
2018
Q3 | $21K | Buy |
268
+1
| +0.4% | +$78 | ﹤0.01% | 1544 |
|
2018
Q2 | $18K | Buy |
267
+98
| +58% | +$6.61K | ﹤0.01% | 1516 |
|
2018
Q1 | $13K | Buy |
169
+1
| +0.6% | +$77 | ﹤0.01% | 1498 |
|
2017
Q4 | $11K | Hold |
168
| – | – | ﹤0.01% | 1330 |
|
2017
Q3 | $10K | Hold |
168
| – | – | ﹤0.01% | 1116 |
|
2017
Q2 | $9K | Hold |
168
| – | – | ﹤0.01% | 1086 |
|
2017
Q1 | $8K | Buy |
+168
| New | +$8K | ﹤0.01% | 1011 |
|