United Capital 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 | $9.92M | Buy |
76,712
+292
| +0.4% | +$37.8K | 0.08% | 197 |
|
2025
Q1 | $9.13M | Sell |
76,420
-799
| -1% | -$95.4K | 0.08% | 194 |
|
2024
Q4 | $8.96M | Buy |
77,219
+80
| +0.1% | +$9.28K | 0.08% | 195 |
|
2024
Q3 | $10.4M | Buy |
77,139
+755
| +1% | +$102K | 0.09% | 178 |
|
2024
Q2 | $10.4M | Sell |
76,384
-18,033
| -19% | -$2.45M | 0.09% | 172 |
|
2024
Q1 | $12.2M | Sell |
94,417
-16
| -0% | -$2.07K | 0.1% | 164 |
|
2023
Q4 | $10.8M | Buy |
94,433
+19,078
| +25% | +$2.18M | 0.09% | 180 |
|
2023
Q3 | $6.86M | Sell |
75,355
-3,964
| -5% | -$361K | 0.04% | 264 |
|
2023
Q2 | $8.93M | Buy |
79,319
+12,587
| +19% | +$1.42M | 0.05% | 252 |
|
2023
Q1 | $6.99M | Sell |
66,732
-3,410
| -5% | -$357K | 0.04% | 286 |
|
2022
Q4 | $7.76M | Sell |
70,142
-246
| -0.3% | -$27.2K | 0.04% | 281 |
|
2022
Q3 | $6.15M | Sell |
70,388
-33,144
| -32% | -$2.9M | 0.04% | 302 |
|
2022
Q2 | $8.09M | Buy |
103,532
+26,926
| +35% | +$2.11M | 0.04% | 281 |
|
2022
Q1 | $6.53M | Sell |
76,606
-1,764
| -2% | -$150K | 0.03% | 324 |
|
2021
Q4 | $9.4M | Sell |
78,370
-1,301
| -2% | -$156K | 0.04% | 283 |
|
2021
Q3 | $9.85M | Sell |
79,671
-416
| -0.5% | -$51.5K | 0.05% | 279 |
|
2021
Q2 | $9.61M | Buy |
80,087
+756
| +1% | +$90.7K | 0.05% | 277 |
|
2021
Q1 | $8.34M | Buy |
79,331
+110
| +0.1% | +$11.6K | 0.05% | 282 |
|
2020
Q4 | $8.06M | Buy |
79,221
+1,279
| +2% | +$130K | 0.05% | 279 |
|
2020
Q3 | $6.56M | Sell |
77,942
-1,798
| -2% | -$151K | 0.04% | 297 |
|
2020
Q2 | $5.18M | Sell |
79,740
-581
| -0.7% | -$37.7K | 0.04% | 350 |
|
2020
Q1 | $5.23M | Sell |
80,321
-2,354
| -3% | -$153K | 0.04% | 326 |
|
2019
Q4 | $6.51M | Sell |
82,675
-10,134
| -11% | -$798K | 0.04% | 372 |
|
2019
Q3 | $7.39M | Sell |
92,809
-1,667
| -2% | -$133K | 0.05% | 326 |
|
2019
Q2 | $7.9M | Sell |
94,476
-602
| -0.6% | -$50.4K | 0.05% | 332 |
|
2019
Q1 | $7.52M | Sell |
95,078
-10,630
| -10% | -$840K | 0.05% | 331 |
|
2018
Q4 | $7.05M | Buy |
105,708
+63
| +0.1% | +$4.2K | 0.06% | 317 |
|
2018
Q3 | $8.44M | Buy |
105,645
+88
| +0.1% | +$7.03K | 0.06% | 335 |
|
2018
Q2 | $7.11M | Sell |
105,557
-1,291
| -1% | -$87K | 0.05% | 353 |
|
2018
Q1 | $8.22M | Buy |
106,848
+8,086
| +8% | +$622K | 0.06% | 331 |
|
2017
Q4 | $6.74M | Buy |
98,762
+525
| +0.5% | +$35.8K | 0.05% | 361 |
|
2017
Q3 | $6.15M | Buy |
98,237
+3,141
| +3% | +$197K | 0.05% | 357 |
|
2017
Q2 | $5.27M | Sell |
95,096
-1,788
| -2% | -$99.1K | 0.05% | 372 |
|
2017
Q1 | $4.87M | Sell |
96,884
-720
| -0.7% | -$36.2K | 0.05% | 368 |
|
2016
Q4 | $4.83M | Sell |
97,604
-4,106
| -4% | -$203K | 0.05% | 375 |
|
2016
Q3 | $5.34M | Sell |
101,710
-1,220
| -1% | -$64K | 0.05% | 370 |
|
2016
Q2 | $4.63M | Sell |
102,930
-1,167
| -1% | -$52.5K | 0.05% | 370 |
|
2016
Q1 | $4.26M | Buy |
104,097
+7,828
| +8% | +$320K | 0.05% | 365 |
|
2015
Q4 | $3.51M | Buy |
96,269
+1,798
| +2% | +$65.6K | 0.04% | 420 |
|
2015
Q3 | $3.1M | Buy |
94,471
+293
| +0.3% | +$9.62K | 0.04% | 429 |
|
2015
Q2 | $3.49M | Sell |
94,178
-334
| -0.4% | -$12.4K | 0.04% | 446 |
|
2015
Q1 | $3.5M | Sell |
94,512
-902
| -0.9% | -$33.4K | 0.04% | 420 |
|
2014
Q4 | $3.63M | Buy |
95,414
+42,780
| +81% | +$1.63M | 0.05% | 322 |
|
2014
Q3 | $1.87M | Sell |
52,634
-487
| -0.9% | -$17.3K | 0.03% | 450 |
|
2014
Q2 | $2.08M | Buy |
53,121
+9,546
| +22% | +$373K | 0.04% | 408 |
|
2014
Q1 | $1.59M | Sell |
43,575
-1,680
| -4% | -$61.2K | 0.03% | 400 |
|
2013
Q4 | $1.57M | Sell |
45,255
-7,327
| -14% | -$254K | 0.05% | 275 |
|
2013
Q3 | $1.47M | Sell |
52,582
-4,462
| -8% | -$125K | 0.05% | 295 |
|
2013
Q2 | $1.54M | Buy |
+57,044
| New | +$1.54M | 0.04% | 342 |
|