SVB Wealth’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,399
| Closed | -$764K | – | 1658 |
|
|
2025
Q1 | $764K | Sell |
6,399
-3,383
| -35% | -$419K | 0.03% | 177 |
|
|
2024
Q4 | $1.13M | Buy |
+9,782
| New | +$1.24M | 0.02% | 297 |
|
|
2024
Q3 | – | Sell |
-9,689
| Closed | -$1.31M | – | 646 |
|
|
2024
Q2 | $1.31M | Sell |
9,689
-241
| -2% | -$32.8K | 0.03% | 272 |
|
|
2024
Q1 | $1.28M | Buy |
9,930
+1,241
| +14% | +$150K | 0.03% | 302 |
|
|
2023
Q4 | $994K | Buy |
8,689
+214
| +3% | +$21.4K | 0.02% | 336 |
|
|
2023
Q3 | $771K | Sell |
8,475
-756
| -8% | -$78K | 0.02% | 357 |
|
|
2023
Q2 | $1.04M | Buy |
9,231
+520
| +6% | +$55K | 0.02% | 335 |
|
|
2023
Q1 | $912K | Sell |
8,711
-306
| -3% | -$32K | 0.01% | 392 |
|
|
2022
Q4 | $997K | Sell |
9,017
-3
| -0% | -$314 | 0.01% | 401 |
|
|
2022
Q3 | $788K | Buy |
9,020
+867
| +11% | +$78.8K | 0.01% | 420 |
|
|
2022
Q2 | $637K | Sell |
8,153
-67
| -0.8% | -$5.53K | 0.01% | 396 |
|
|
2022
Q1 | $701K | Sell |
8,220
-1,242
| -13% | -$119K | 0.01% | 386 |
|
|
2021
Q4 | $1.14M | Sell |
9,462
-127
| -1% | -$15.8K | 0.02% | 294 |
|
|
2021
Q3 | $1.19M | Buy |
9,589
+455
| +5% | +$58.6K | 0.02% | 357 |
|
|
2021
Q2 | $1.1M | Buy |
9,134
+47
| +0.5% | +$5.37K | 0.01% | 370 |
|
|
2021
Q1 | $956K | Buy |
9,087
+42
| +0.5% | +$4.26K | 0.01% | 359 |
|
|
2020
Q4 | $921K | Buy |
9,045
+50
| +0.6% | +$4.7K | 0.01% | 347 |
|
|
2020
Q3 | $757K | Sell |
8,995
-1,573
| -15% | -$122K | 0.01% | 338 |
|
|
2020
Q2 | $686K | Sell |
10,568
-48
| -0.5% | -$3.17K | 0.01% | 321 |
|
|
2020
Q1 | $691K | Buy |
10,616
+4,230
| +66% | +$333K | 0.02% | 271 |
|
|
2019
Q4 | $503K | Buy |
6,386
+68
| +1% | +$5.29K | 0.01% | 409 |
|
|
2019
Q3 | $503K | Buy |
6,318
+26
| +0.4% | +$2.04K | 0.01% | 374 |
|
|
2019
Q2 | $526K | Hold |
6,292
| – | – | 0.02% | 380 |
|
|
2019
Q1 | $497K | Sell |
6,292
-615
| -9% | -$44.9K | 0.02% | 300 |
|
|
2018
Q4 | $460K | Sell |
6,907
-294
| -4% | -$20.3K | 0.02% | 299 |
|
|
2018
Q3 | $575K | Buy |
7,201
+1,321
| +22% | +$98.6K | 0.02% | 320 |
|
|
2018
Q2 | $396K | Hold |
5,880
| – | – | 0.02% | 357 |
|
|
2018
Q1 | $452K | Hold |
5,880
| – | – | 0.02% | 349 |
|
|
2017
Q4 | $401K | Hold |
5,880
| – | – | 0.02% | 367 |
|
|
2017
Q3 | $368K | Hold |
5,880
| – | – | 0.01% | 380 |
|
|
2017
Q2 | $326K | Hold |
5,880
| – | – | 0.01% | 396 |
|
|
2017
Q1 | $295K | Sell |
5,880
-3,300
| -36% | -$161K | 0.01% | 409 |
|
|
2016
Q4 | $455K | Hold |
9,180
| – | – | 0.02% | 359 |
|
|
2016
Q3 | $481K | Hold |
9,180
| – | – | 0.02% | 346 |
|
|
2016
Q2 | $410K | Hold |
9,180
| – | – | 0.02% | 377 |
|
|
2016
Q1 | $375K | Hold |
9,180
| – | – | 0.02% | 400 |
|
|
2015
Q4 | $335K | Buy |
9,180
+400
| +5% | +$14.5K | 0.01% | 448 |
|
|
2015
Q3 | $288K | Sell |
8,780
-15
| -0.2% | -$505 | 0.01% | 478 |
|
|
2015
Q2 | $326K | Buy |
8,795
+15
| +0.2% | +$546 | 0.01% | 480 |
|
|
2015
Q1 | $307K | Hold |
8,780
| – | – | 0.01% | 471 |
|
|
2014
Q4 | $334K | Buy |
+8,780
| New | +$321K | 0.01% | 456 |
|
Other funds holding XYL
