Xylem shares owned by Circle Wealth Management
Quarter-by-quarter ownership of Xylem (XYL) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle Wealth Management investment in Xylem
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Quarterly reported holdings in Xylem by Circle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $732k | 6.4k | 114.36 |
| 2023-09-30 | $585k | 6.4k | 91.03 |
| 2023-06-30 | $721k | 6.4k | 112.62 |
| 2023-03-31 | $235k | 2.2k | 104.70 |
| 2022-12-31 | $249k | 2.2k | 110.57 |
| 2022-03-31 | $353k | 2.9k | 120.03 |
| 2021-12-31 | $353k | 2.9k | 120.03 |
| 2020-12-31 | $1.3M | 13k | 101.79 |
| 2020-09-30 | $1.1M | 13k | 84.14 |
| 2020-06-30 | $850k | 13k | 64.95 |
| 2020-03-31 | $945k | 15k | 65.15 |
| 2019-12-31 | $1.6M | 20k | 78.81 |
| 2019-09-30 | $1.6M | 20k | 79.62 |
| 2019-06-30 | $1.7M | 20k | 83.62 |
| 2019-03-31 | $2.1M | 27k | 79.02 |