Welch & Forbes’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.3M | Buy |
381,335
+12,513
| +3% | +$1.62M | 0.62% | 48 |
|
|
2025
Q1 | $44.1M | Buy |
368,822
+23,790
| +7% | +$2.84M | 0.58% | 49 |
|
|
2024
Q4 | $40M | Sell |
345,032
-8,355
| -2% | -$969K | 0.51% | 53 |
|
|
2024
Q3 | $47.7M | Buy |
353,387
+15,587
| +5% | +$2.1M | 0.61% | 47 |
|
|
2024
Q2 | $45.4M | Buy |
337,800
+106,856
| +46% | +$14.3M | 0.61% | 47 |
|
|
2024
Q1 | $29.8M | Buy |
230,944
+177,811
| +335% | +$23M | 0.41% | 64 |
|
|
2023
Q4 | $6.08M | Buy |
53,133
+43,475
| +450% | +$4.97M | 0.09% | 119 |
|
|
2023
Q3 | $879K | Hold |
9,658
| – | – | 0.01% | 232 |
|
|
2023
Q2 | $1.09M | Buy |
9,658
+344
| +4% | +$38.7K | 0.02% | 219 |
|
|
2023
Q1 | $975K | Hold |
9,314
| – | – | 0.02% | 236 |
|
|
2022
Q4 | $1.03M | Sell |
9,314
-1,300
| -12% | -$144K | 0.02% | 227 |
|
|
2022
Q3 | $927K | Sell |
10,614
-550
| -5% | -$48K | 0.02% | 231 |
|
|
2022
Q2 | $873K | Hold |
11,164
| – | – | 0.02% | 242 |
|
|
2022
Q1 | $952K | Sell |
11,164
-267
| -2% | -$22.8K | 0.02% | 234 |
|
|
2021
Q4 | $1.37M | Buy |
11,431
+267
| +2% | +$32K | 0.02% | 209 |
|
|
2021
Q3 | $1.38M | Hold |
11,164
| – | – | 0.02% | 206 |
|
|
2021
Q2 | $1.34M | Buy |
11,164
+1,180
| +12% | +$142K | 0.02% | 202 |
|
|
2021
Q1 | $1.05M | Hold |
9,984
| – | – | 0.02% | 214 |
|
|
2020
Q4 | $1.02M | Hold |
9,984
| – | – | 0.02% | 213 |
|
|
2020
Q3 | $839K | Sell |
9,984
-940
| -9% | -$79K | 0.02% | 215 |
|
|
2020
Q2 | $709K | Sell |
10,924
-184
| -2% | -$11.9K | 0.02% | 217 |
|
|
2020
Q1 | $723K | Buy |
11,108
+126
| +1% | +$8.2K | 0.02% | 204 |
|
|
2019
Q4 | $865K | Buy |
10,982
+240
| +2% | +$18.9K | 0.02% | 214 |
|
|
2019
Q3 | $855K | Buy |
10,742
+1,050
| +11% | +$83.6K | 0.02% | 214 |
|
|
2019
Q2 | $811K | Hold |
9,692
| – | – | 0.02% | 217 |
|
|
2019
Q1 | $766K | Hold |
9,692
| – | – | 0.02% | 217 |
|
|
2018
Q4 | $647K | Hold |
9,692
| – | – | 0.02% | 222 |
|
|
2018
Q3 | $774K | Hold |
9,692
| – | – | 0.02% | 218 |
|
|
2018
Q2 | $653K | Hold |
9,692
| – | – | 0.02% | 228 |
|
|
2018
Q1 | $746K | Sell |
9,692
-122
| -1% | -$9.39K | 0.02% | 221 |
|
|
2017
Q4 | $669K | Buy |
9,814
+122
| +1% | +$8.32K | 0.02% | 214 |
|
|
2017
Q3 | $607K | Hold |
9,692
| – | – | 0.02% | 221 |
|
|
2017
Q2 | $537K | Sell |
9,692
-9
| -0.1% | -$499 | 0.02% | 230 |
|
|
2017
Q1 | $487K | Buy |
9,701
+9
| +0.1% | +$452 | 0.01% | 242 |
|
|
2016
Q4 | $480K | Sell |
9,692
-200
| -2% | -$9.91K | 0.01% | 246 |
|
|
2016
Q3 | $519K | Hold |
9,892
| – | – | 0.02% | 206 |
|
|
2016
Q2 | $442K | Buy |
9,892
+692
| +8% | +$30.9K | 0.01% | 252 |
|
|
2016
Q1 | $376K | Buy |
+9,200
| New | +$376K | 0.01% | 263 |
|