WealthPLAN Partners’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 | $354K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $15K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $407K | Buy |
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|
2022
Q1 | $309K | Hold |
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|
2021
Q4 | $403K | Hold |
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|
2021
Q3 | $477K | Hold |
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|
2021
Q2 | $500K | Buy |
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|
2021
Q1 | $444K | Hold |
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|
2020
Q4 | $372K | Hold |
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|
2020
Q3 | $353K | Sell |
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|
2020
Q2 | $313K | Buy |
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|
2020
Q1 | $225K | Hold |
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|
2019
Q4 | $341K | Hold |
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|
2019
Q3 | $290K | Hold |
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|
2019
Q2 | $295K | Hold |
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|
2019
Q1 | $292K | Hold |
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|
2018
Q4 | $283K | Hold |
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|
2018
Q3 | $257K | Hold |
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|
2018
Q2 | $258K | Hold |
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|
2018
Q1 | $294K | Hold |
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|
2017
Q4 | $261K | Sell |
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|
2017
Q3 | $302K | Hold |
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|
2017
Q2 | $267K | Buy |
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|
2016
Q3 | $259K | Sell |
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|
2016
Q2 | $221K | Buy |
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|
2015
Q4 | $176K | Buy |
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