A detailed history of Wealth Plan Investment Management, LLC transactions in Xylem Inc. stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 3,440 shares of XYL stock, worth $402,961. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,440
Previous 3,400 1.18%
Holding current value
$402,961
Previous $461,000 0.65%
% of portfolio
0.05%
Previous 0.08%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

BUY
$126.14 - $141.53 $5,045 - $5,661
40 Added 1.18%
3,440 $464,000
Q2 2024

Aug 09, 2024

SELL
$126.22 - $145.95 $25,244 - $29,189
-200 Reduced 5.56%
3,400 $461,000
Q3 2023

Nov 15, 2023

BUY
$89.52 - $114.35 $322,272 - $411,660
3,600 New
3,600 $327,000
Q2 2023

Aug 14, 2023

BUY
$98.35 - $113.53 $301,147 - $347,628
3,062 Added 8057.89%
3,100 $349,000
Q2 2023

Jul 25, 2023

SELL
$98.35 - $113.53 $350,322 - $404,393
-3,562 Reduced 98.94%
38 $4,000
Q1 2023

May 08, 2023

SELL
$94.73 - $116.9 $18,282 - $22,561
-193 Reduced 5.09%
3,600 $376,000
Q4 2022

Feb 15, 2023

SELL
$86.2 - $114.96 $2,758 - $3,678
-32 Reduced 0.84%
3,793 $419,000
Q3 2022

Dec 12, 2022

SELL
$75.45 - $103.96 $980 - $1,351
-13 Reduced 0.34%
3,825 $424,000
Q1 2022

Sep 07, 2022

BUY
$82.37 - $118.13 $316,136 - $453,382
3,838 New
3,838 $309,000

Others Institutions Holding XYL

About Xylem Inc.


  • Ticker XYL
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Industrial Machinery
  • Shares Outstandng 180,182,000
  • Market Cap $21.1B
  • 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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