Tortoise Investment Management’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-200
| Closed | -$29.5K | – | 1499 |
|
|
2025
Q3 | $29.5K | Buy |
200
+4
| +2% | +$555 | ﹤0.01% | 460 |
|
|
2025
Q2 | $25.4K | Sell |
196
-53
| -21% | -$6.42K | ﹤0.01% | 472 |
|
|
2025
Q1 | $29.7K | Sell |
249
-60
| -19% | -$7.43K | ﹤0.01% | 444 |
|
|
2024
Q4 | $35.9K | Sell |
309
-8
| -3% | -$1.01K | ﹤0.01% | 475 |
|
|
2024
Q3 | $42.8K | Sell |
317
-23
| -7% | -$3.08K | ﹤0.01% | 434 |
|
|
2024
Q2 | $46.1K | Hold |
340
| – | – | 0.01% | 399 |
|
|
2024
Q1 | $43.9K | Buy |
340
+19
| +6% | +$2.3K | 0.01% | 397 |
|
|
2023
Q4 | $36.7K | Sell |
321
-3
| -0.9% | -$299 | 0.01% | 399 |
|
|
2023
Q3 | $29.5K | Buy |
324
+3
| +0.9% | +$309 | ﹤0.01% | 417 |
|
|
2023
Q2 | $36.2K | Buy |
321
+56
| +21% | +$5.92K | 0.01% | 378 |
|
|
2023
Q1 | $27.7K | Hold |
265
| – | – | ﹤0.01% | 415 |
|
|
2022
Q4 | $29.3K | Hold |
265
| – | – | 0.01% | 400 |
|
|
2022
Q3 | $23K | Sell |
265
-30
| -10% | -$2.73K | ﹤0.01% | 431 |
|
|
2022
Q2 | $23K | Buy |
295
+54
| +22% | +$4.46K | ﹤0.01% | 412 |
|
|
2022
Q1 | $21K | Hold |
241
| – | – | ﹤0.01% | 425 |
|
|
2021
Q4 | $29K | Hold |
241
| – | – | 0.01% | 356 |
|
|
2021
Q3 | $30K | Hold |
241
| – | – | 0.01% | 335 |
|
|
2021
Q2 | $29K | Hold |
241
| – | – | 0.01% | 333 |
|
|
2021
Q1 | $25K | Hold |
241
| – | – | 0.01% | 333 |
|
|
2020
Q4 | $25K | Hold |
241
| – | – | 0.01% | 308 |
|
|
2020
Q3 | $20K | Hold |
241
| – | – | ﹤0.01% | 311 |
|
|
2020
Q2 | $16K | Hold |
241
| – | – | ﹤0.01% | 328 |
|
|
2020
Q1 | $16K | Hold |
241
| – | – | ﹤0.01% | 319 |
|
|
2019
Q4 | $19K | Hold |
241
| – | – | ﹤0.01% | 333 |
|
|
2019
Q3 | $19K | Hold |
241
| – | – | ﹤0.01% | 331 |
|
|
2019
Q2 | $20K | Hold |
241
| – | – | 0.01% | 343 |
|
|
2019
Q1 | $19K | Hold |
241
| – | – | 0.01% | 333 |
|
|
2018
Q4 | $16K | Hold |
241
| – | – | ﹤0.01% | 341 |
|
|
2018
Q3 | $19K | Hold |
241
| – | – | 0.01% | 334 |
|
|
2018
Q2 | $16K | Buy |
+241
| New | +$17.5K | ﹤0.01% | 364 |
|
Other funds holding XYL
JSC
