Destination Wealth Management's ownership history for WM

Destination Wealth Management currently holds 134.3K shares with a market value of $29.7M. It started holding WM on 2024-09-30. At its peak, it held 137.1K shares on 2024-09-30. Its highest holding value was $31.1M on 2025-03-31. At its lowest, it held 133.3K shares on 2025-06-30, with a value of $27.5M on 2024-12-31. In the recent 180 days, Destination Wealth Management has decreased its shares by 237. In the recent year, Destination Wealth Management has decreased its shares by 2.8K.

It has also owned 10 contracts of calls, with the market value of the underlying securities totaling $18.6K on 2024-09-30. At its peak, it held 10 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $18.6K on 2025-09-30. At its lowest, it held 1 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $2.1K on 2024-12-31. In the recent 180 days, Destination Wealth Management has increased its holdings by 9 contracts. In the recent year, Destination Wealth Management has increased its holdings by 9 contracts.