Ownership history in Destination Wealth Management · 62 quarters on record
This page tracks every 13F SEC filing in which Destination Wealth Management reported a position in Visa Common (V). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 178,356 | +178,056 | +59352.0% | 1.64% | $62.6M | $349.99 |
| 2025 Q4 | REDUCED | 300 | -175,769 | -99.8% | 0.00% | $17K | $349.99 |
| 2025 Q3 | ADDED | 176,069 | +175,769 | +58589.7% | 1.66% | $60.1M | $340.00 |
| 2025 Q3 | REDUCED | 300 | -175,331 | -99.8% | 0.00% | $16K | $340.00 |
| 2025 Q2 | REDUCED | 175,631 | -3,618 | -2.0% | 1.83% | $62.4M | $353.00 |
| 2025 Q1 | REDUCED | 179,249 | -5,177 | -2.8% | 1.98% | $62.8M | $347.86 |
| 2024 Q4 | REDUCED | 184,426 | -2,541 | -1.4% | 1.82% | $58.3M | $313.17 |
| 2024 Q3 | ADDED | 186,967 | +3,059 | +1.7% | 1.59% | $51.4M | $271.93 |
| 2024 Q2 | ADDED | 183,908 | +183,808 | +183808.0% | 1.59% | $48.3M | $259.07 |
| 2024 Q2 | REDUCED | 100 | -186,113 | -99.9% | 0.00% | $4K | $259.07 |
As of 2025 Q4 — sorted by position size