Ownership history in Destination Wealth Management · 92 quarters on record
This page tracks every 13F SEC filing in which Destination Wealth Management reported a position in Microsoft Common (MSFT). 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 | 187,651 | +186,851 | +23356.4% | 2.37% | $90.8M | $482.52 |
| 2025 Q4 | ADDED | 800 | +600 | +300.0% | 0.00% | $882 | $482.52 |
| 2025 Q4 | REDUCED | 200 | -176,335 | -99.9% | 0.00% | $13K | $482.52 |
| 2025 Q3 | ADDED | 176,535 | +176,235 | +58745.0% | 2.52% | $91.4M | $515.81 |
| 2025 Q3 | ADDED | 300 | +100 | +50.0% | 0.00% | $46 | $515.81 |
| 2025 Q3 | REDUCED | 200 | -175,618 | -99.9% | 0.00% | $17K | $515.81 |
| 2025 Q2 | ADDED | 175,818 | +175,718 | +175718.0% | 2.56% | $87.5M | $494.54 |
| 2025 Q2 | REDUCED | 100 | -143,433 | -99.9% | 0.00% | $23K | $494.54 |
| 2025 Q1 | ADDED | 143,533 | +143,433 | +143433.0% | 1.70% | $53.9M | $372.54 |
| 2025 Q1 | REDUCED | 100 | -140,496 | -99.9% | 0.00% | $12K | $372.54 |
As of 2025 Q4 — sorted by position size