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Dechtman Wealth Management’s Microsoft MSFT Stock Holding History

Dechtman Wealth Management’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$3.79M Sell
8,985
-6
-0.1% -$2.56K 0.73% 13
2024
Q3 		$3.87M Buy
8,991
+282
+3% +$121K 0.79% 14
2024
Q2 		$3.89M Buy
8,709
+82
+1% +$34.6K 0.87% 12
2024
Q1 		$3.63M Sell
8,627
-114
-1% -$46.1K 0.85% 13
2023
Q4 		$3.29M Buy
8,741
+482
+6% +$172K 0.86% 13
2023
Q3 		$2.61M Buy
8,259
+3,330
+68% +$1.1M 0.77% 11
2023
Q2 		$1.68M Buy
+4,929
New +$1.54M 0.5% 10

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dechtman Wealth Management's MSFT Position: Q4 2024 in Review

Dechtman Wealth Management reduced its Microsoft (MSFT) stake by 0.07% in Q4 2024, selling an estimated $2.56K and leaving 8,985 shares worth $3.79M. The position accounts for 0.73% of the portfolio, ranked #13.

Dechtman Wealth Management first reported a position in MSFT in Q2 2023 and has held it in 7 quarters since. The position peaked at $3.89M in Q2 2024. 5,869 funds tracked by Wall St. Rank hold MSFT as of Q4 2024.

  • Dechtman Wealth Management held 8,985 shares of Microsoft worth $3.79M as of Q4 2024.
  • Dechtman Wealth Management sold 6 Microsoft shares in Q4 2024, an estimated $2.56K.
  • Microsoft made up 0.73% of Dechtman Wealth Management's portfolio in Q4 2024, its #13 holding.
  • Dechtman Wealth Management first reported a position in Microsoft in Q2 2023 and has held it in 7 quarters since.
  • Dechtman Wealth Management's Microsoft position peaked at $3.89M in Q2 2024.
  • 5,869 funds tracked by Wall St. Rank held Microsoft as of Q4 2024.

Based on Dechtman Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.