Number of Shares
7,955.00
Current Holdings Value*
$950,300.00
% of Portfolio
0.11%
Total Estimate Gain
$1.21 Mil
% of Total Estimate Gain
15.16%

Allen Capital Group, LLC's Xylem Inc Holding Summary

As of 2025-03-31, Allen Capital Group, LLC held 7,955.00 shares of Xylem Inc(XYL), totaling $950,300.00. This investment constitutes 0.11% of their stock portfolio, and Allen Capital Group, LLC now holds 0% of the outstanding Xylem Inc(XYL) stock.

The initial trade took place in 2020Q1. And since then Allen Capital Group, LLC has made 16 purchases of XYL, at an average price of $101.00, for a total of 79,129.00 shares. In addition, there have been 5 sales at an average price of $114.61 for 71,174.00 shares. Based on historical transaction data and XYL's current price of $131.59, Allen Capital Group, LLC's estimated gain on his XYL holdings is $1.21 Mil, reflecting a 15.16% gain to date.

Allen Capital Group, LLC XYL ($131.59) Holding Chart

Allen Capital Group, LLC XYL ($131.59) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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