WealthPlan 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
Q3 | – | Sell |
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|
2025
Q2 | $440K | Hold |
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|
2025
Q1 | $406K | Hold |
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|
2024
Q4 | $394K | Sell |
|
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|
2024
Q3 | $465K | Buy |
|
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|
2024
Q2 | $461K | Sell |
|
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|
2024
Q1 | $465K | Hold |
|
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|
2023
Q4 | $412K | Hold |
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|
2023
Q3 | $328K | Buy |
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|
2023
Q2 | $349K | Sell |
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|
2023
Q1 | $377K | Sell |
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|
2022
Q4 | $406K | Sell |
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|
2022
Q3 | $424K | Buy |
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|
2022
Q1 | $309K | Buy |
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