Venturi 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 | $569K | Sell |
4,397
-242
| -5% | -$31.3K | 0.03% | 304 |
|
|
2025
Q1 | $554K | Buy |
4,639
+466
| +11% | +$55.7K | 0.03% | 308 |
|
|
2024
Q4 | $484K | Buy |
4,173
+325
| +8% | +$37.7K | 0.02% | 344 |
|
|
2024
Q3 | $520K | Buy |
3,848
+6
| +0.2% | +$810 | 0.03% | 291 |
|
|
2024
Q2 | $521K | Buy |
+3,842
| New | +$521K | 0.03% | 280 |
|
|
2020
Q1 | – | Sell |
-4,027
| Closed | -$317K | – | 275 |
|
|
2019
Q4 | $317K | Sell |
4,027
-83
| -2% | -$6.53K | 0.04% | 199 |
|
|
2019
Q3 | $327K | Buy |
4,110
+99
| +2% | +$7.88K | 0.04% | 188 |
|
|
2019
Q2 | $335K | Sell |
4,011
-23
| -0.6% | -$1.92K | 0.05% | 187 |
|
|
2019
Q1 | $325K | Sell |
4,034
-191
| -5% | -$15.4K | 0.04% | 201 |
|
|
2018
Q4 | $271K | Buy |
+4,225
| New | +$271K | 0.04% | 220 |
|