Ownership history in Dechtman Wealth Management, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Dechtman Wealth Management, LLC reported a position in MICROSOFT CORP (MSFT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | REDUCED | 8,985 | -6 | -0.1% | 0.73% | $3.8M | $417.46 |
| 2024 Q3 | ADDED | 8,991 | +282 | +3.2% | 0.79% | $3.9M | $425.32 |
| 2024 Q2 | ADDED | 8,709 | +82 | +1.0% | 0.87% | $3.9M | $440.99 |
| 2024 Q1 | REDUCED | 8,627 | -114 | -1.3% | 0.85% | $3.6M | $414.36 |
| 2023 Q4 | ADDED | 8,741 | +482 | +5.8% | 0.86% | $3.3M | $369.67 |
| 2023 Q3 | ADDED | 8,259 | +3,330 | +67.6% | 0.77% | $2.6M | $309.77 |
| 2023 Q2 | INITIATED | 4,929 | — | — | 0.50% | $1.7M | $333.39 |
As of 2025 Q4 — sorted by position size