Dechtman Wealth Management, LLC historic quarter change: USA Stocks, New
In share positions in stocks (listed in the US), over 4 quarters from 2023-12-31 to 2024-12-31, Dechtman Wealth Management, LLC opened 11 positions, added to 114, reduced 21 and sold out of 6.
- Q4 2024: Stock BRKB; Country of operation —; Class CL B NEW; Shares before 0.
- Q4 2024: Stock HONZZZZ; Country of operation —; Class COM; Shares before 0.
- Q4 2024: Stock BMY; Country of operation United States; Class COM; Shares before 0.
- Q3 2024: Stock CL; Country of operation United States; Class COM; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1992316), 4 quarters: Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-12); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-31); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-29); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-06-30.
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