Williams Jones 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 | $205K | Buy |
+1,582
| New | +$205K | ﹤0.01% | 472 |
|
|
2024
Q4 | – | Sell |
-1,607
| Closed | -$217K | – | 546 |
|
|
2024
Q3 | $217K | Buy |
1,607
+25
| +2% | +$3.38K | ﹤0.01% | 480 |
|
|
2024
Q2 | $215K | Hold |
1,582
| – | – | ﹤0.01% | 474 |
|
|
2024
Q1 | $204K | Buy |
+1,582
| New | +$204K | ﹤0.01% | 500 |
|
|
2023
Q4 | – | Sell |
-3,029
| Closed | -$276K | – | 557 |
|
|
2023
Q3 | $276K | Sell |
3,029
-159,726
| -98% | -$14.5M | ﹤0.01% | 432 |
|
|
2023
Q2 | $18.3M | Buy |
162,755
+932
| +0.6% | +$105K | 0.27% | 74 |
|
|
2023
Q1 | $16.9M | Sell |
161,823
-137
| -0.1% | -$14.3K | 0.27% | 72 |
|
|
2022
Q4 | $17.9M | Sell |
161,960
-465
| -0.3% | -$51.4K | 0.3% | 65 |
|
|
2022
Q3 | $14.2M | Sell |
162,425
-656
| -0.4% | -$57.3K | 0.25% | 79 |
|
|
2022
Q2 | $12.8M | Sell |
163,081
-33
| -0% | -$2.58K | 0.21% | 84 |
|
|
2022
Q1 | $13.9M | Sell |
163,114
-1,615
| -1% | -$138K | 0.19% | 84 |
|
|
2021
Q4 | $19.8M | Sell |
164,729
-1,339
| -0.8% | -$161K | 0.25% | 74 |
|
|
2021
Q3 | $20.5M | Sell |
166,068
-150
| -0.1% | -$18.6K | 0.29% | 68 |
|
|
2021
Q2 | $19.9M | Buy |
166,218
+50
| +0% | +$6K | 0.28% | 69 |
|
|
2021
Q1 | $17.5M | Sell |
166,168
-9,475
| -5% | -$997K | 0.27% | 69 |
|
|
2020
Q4 | $17.9M | Sell |
175,643
-1,086
| -0.6% | -$111K | 0.29% | 65 |
|
|
2020
Q3 | $14.9M | Sell |
176,729
-38
| -0% | -$3.2K | 0.27% | 68 |
|
|
2020
Q2 | $11.5M | Sell |
176,767
-21,494
| -11% | -$1.4M | 0.24% | 73 |
|
|
2020
Q1 | $12.9M | Sell |
198,261
-134,497
| -40% | -$8.76M | 0.34% | 59 |
|
|
2019
Q4 | $26.2M | Buy |
332,758
+829
| +0.2% | +$65.3K | 0.5% | 55 |
|
|
2019
Q3 | $26.4M | Buy |
+331,929
| New | +$26.4M | 0.54% | 51 |
|