Dechtman Wealth Management, LLC historic quarter change: USA Stocks, Reduced
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 AAPL; Country of operation United States; Class COM; Shares before 23,367.
- Q4 2024: Stock XOMXXXX; Country of operation —; Class COM; Shares before 15,332.
- Q4 2024: Stock PEP; Country of operation United States; Class COM; Shares before 4,948.
- Q4 2024: Stock MSFT; Country of operation United States; Class COM; Shares before 8,991.
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.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q4 2024 | AAPL
APPLE INC | United States | COM | 23,367 | 23,296 | -71 | $5,444,400 | $5,833,836 | +$389,436 | 2025-02-12 |
|---|
| Q4 2024 | XOMXXXX
EXXON MOBIL CORP | | COM | 15,332 | 15,173 | -159 | $1,797,228 | $1,632,177 | -$165,051 | 2025-02-12 |
|---|
| Q4 2024 | PEP
PEPSICO INC | United States | COM | 4,948 | 4,803 | -145 | $841,339 | $730,283 | -$111,056 | 2025-02-12 |
|---|
| Q4 2024 | MSFT
MICROSOFT CORP | United States | COM | 8,991 | 8,985 | -6 | $3,868,966 | $3,787,074 | -$81,892 | 2025-02-12 |
|---|
| Q4 2024 | CL
COLGATE PALMOLIVE CO | United States | COM | 2,778 | 2,324 | -454 | $288,399 | $211,318 | -$77,081 | 2025-02-12 |
|---|
| Q4 2024 | UPS
UNITED PARCEL SERVICE INC | United States | CL B | 3,105 | 2,954 | -151 | $423,340 | $372,446 | -$50,894 | 2025-02-12 |
|---|
| Q3 2024 | XEL
XCEL ENERGY INC | United States | COM | 16,735 | 15,998 | -737 | $893,843 | $1,044,693 | +$150,850 | 2024-10-31 |
|---|
| Q3 2024 | HD
HOME DEPOT INC | United States | COM | 1,724 | 1,676 | -48 | $593,411 | $679,266 | +$85,855 | 2024-10-31 |
|---|
| Q3 2024 | PG
PROCTER AND GAMBLE CO | United States | COM | 4,886 | 4,823 | -63 | $805,871 | $835,370 | +$29,499 | 2024-10-31 |
|---|
| Q3 2024 | LMT
LOCKHEED MARTIN CORP | United States | COM | 811 | 674 | -137 | $378,997 | $394,147 | +$15,150 | 2024-10-31 |
|---|
| Q2 2024 | AAPL
APPLE INC | United States | COM | 30,763 | 22,380 | -8,383 | $5,275,164 | $4,713,607 | -$561,557 | 2024-07-29 |
|---|
| Q2 2024 | PEP
PEPSICO INC | United States | COM | 5,452 | 4,937 | -515 | $954,073 | $814,249 | -$139,824 | 2024-07-29 |
|---|
| Q2 2024 | PG
PROCTER AND GAMBLE CO | United States | COM | 5,676 | 4,886 | -790 | $920,997 | $805,871 | -$115,126 | 2024-07-29 |
|---|
| Q2 2024 | LMT
LOCKHEED MARTIN CORP | United States | COM | 1,013 | 811 | -202 | $460,737 | $378,997 | -$81,740 | 2024-07-29 |
|---|
| Q2 2024 | ABBV
ABBVIE INC | United States | COM | 4,114 | 3,981 | -133 | $749,186 | $682,766 | -$66,420 | 2024-07-29 |
|---|
| Q2 2024 | ABT
ABBOTT LABS | United States | COM | 4,146 | 3,977 | -169 | $471,191 | $413,281 | -$57,910 | 2024-07-29 |
|---|
| Q2 2024 | XOMXXXX
EXXON MOBIL CORP | | COM | 14,911 | 14,827 | -84 | $1,733,221 | $1,706,932 | -$26,289 | 2024-07-29 |
|---|
| Q2 2024 | HPQ
HP INC | United States | COM | 7,245 | 6,994 | -251 | $218,932 | $244,935 | +$26,003 | 2024-07-29 |
|---|
| Q1 2024 | AAPL
APPLE INC | United States | COM | 32,746 | 30,763 | -1,983 | $6,304 | $5,275,164 | +$5,268,860 | 2024-04-24 |
|---|
| Q1 2024 | MSFT
MICROSOFT CORP | United States | COM | 8,741 | 8,627 | -114 | $3,287 | $3,629,397 | +$3,626,110 | 2024-04-24 |
|---|
| Q1 2024 | AMZN
AMAZON COM INC | United States | COM | 17,026 | 16,917 | -109 | $2,586 | $3,051,488 | +$3,048,902 | 2024-04-24 |
|---|
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