Dechtman Wealth Management, LLC quarter change: USA Stocks, Unchanged
In share positions in stocks (listed in the US), from the quarter ended 2024-09-30 to 2024-12-31, Dechtman Wealth Management, LLC opened 3 positions, added to 28, reduced 6, sold out of 0 and left 5 unchanged. The largest increase in value was AMZN (+$572,765); the largest decrease was XOMXXXX (-$165,051).
- AMZN: Country of operation United States; Class COM; Shares 2024-09-30 17,325; Shares 2024-12-31 17,325.
- TSLA: Country of operation United States; Class COM; Shares 2024-09-30 911; Shares 2024-12-31 911.
- FISV: Country of operation United States; Class COM; Shares 2024-09-30 2,188; Shares 2024-12-31 2,188.
- WMT: Country of operation United States; Class COM; Shares 2024-09-30 4,603; Shares 2024-12-31 4,603.
Two Form 13F-HR filings compared (SEC CIK 1992316): 2024-09-30 (filed 2024-10-31) and 2024-12-31 (filed 2025-02-12). 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; share change is the position change.
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