A detailed history of Heartwood Wealth Advisors LLC transactions in Xylem Inc. stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 2,697 shares of XYL stock, worth $354,790. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,697
Previous 3,483 22.57%
Holding current value
$354,790
Previous $416,000 16.35%
% of portfolio
0.04%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 08, 2025

SELL
$102.86 - $129.5 $80,847 - $101,787
-786 Reduced 22.57%
2,697 $348,000
Q2 2023

Jul 19, 2023

BUY
$98.35 - $113.53 $342,553 - $395,424
3,483 New
3,483 $392,000

Others Institutions Holding XYL

About Xylem Inc.


  • Ticker XYL
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Industrial Machinery
  • Shares Outstandng 180,182,000
  • Market Cap $23.7B
  • Description
  • Xylem Inc., together with its subsidiaries, engages in the design, manufacture, and servicing of engineered products and solutions for the water and wastewater applications in the United States, Europe, the Asia Pacific, and internationally. It operates through three segments: Water Infrastructure, Applied Water, and Measurement & Control So...
More about XYL
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