Destination Wealth Management’s Allstate ALL Stock Holding History

Destination Wealth Management’s Portfolio ALL Stock Details ALL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$258K	Buy
2025 Q2	$205K	Sell
2025 Q1	$212K	Buy
2019 Q2	–	Sell
2019 Q1	$2K	Sell
2018 Q4	$4K	Hold
2018 Q3	$5K	Hold
2018 Q2	$4K	Hold
2018 Q1	$4K	Buy
2015 Q3	–	Sell
2015 Q2	$210K	Buy