Venturi Wealth 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
Q3 | $725K | Buy |
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|
2025
Q2 | $569K | Sell |
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|
2025
Q1 | $554K | Buy |
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|
2024
Q4 | $484K | Buy |
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|
2024
Q3 | $520K | Buy |
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|
2024
Q2 | $521K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $317K | Sell |
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|
2019
Q3 | $327K | Buy |
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|
2019
Q2 | $335K | Sell |
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|
2019
Q1 | $325K | Sell |
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|
2018
Q4 | $271K | Buy |
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