Xylem shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Xylem (XYL) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Xylem
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Quarterly reported holdings in Xylem by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $470k | 3.5k | 135.03 |
| 2024-06-30 | $472k | 3.5k | 135.63 |
| 2024-03-31 | $450k | 3.5k | 129.24 |
| 2023-12-31 | $398k | 3.5k | 114.36 |
| 2023-09-30 | $317k | 3.5k | 91.03 |
| 2023-06-30 | $392k | 3.5k | 112.62 |