▲ 16 r/personalfinance
ESPP - I sort of forgot about it
Recently had 2 different jobs with public companies. When I elected to participate in these ESPP programs, I didn't realize the common move was to sell right away and take advantage of the discount. These stocks have done well and I definitely don't need the money right now. Should I let it ride or sell and get into VOO/diversify? All of the ST buys in company B are reinvested dividends
Company A
| Acquired | Term | $ Gain/Loss | % Gain/Loss | Current Value |
|---|---|---|---|---|
| Apr-14-2026 | Short | -$1.32 | -3.88% | $32.67 |
| Dec-31-2025 | Short | +$25.77 | +2.70% | $982.00 |
| Dec-31-2025 | Short | +$0.65 | +2.49% | $26.88 |
| Sep-30-2025 | Short | +$145.28 | +30.29% | $624.92 |
| Sep-30-2025 | Short | +$7.10 | +31.88% | $29.37 |
| Jun-30-2025 | Short | +$325.85 | +49.66% | $982.00 |
| Jun-30-2025 | Short | +$8.01 | +49.50% | $24.20 |
| Mar-31-2025 | Long | +$302.14 | +51.16% | $892.74 |
| Dec-31-2024 | Long | +$548.49 | +44.34% | $1,785.49 |
Company B
| Acquired | Term | $ Gain/Loss | % Gain/Loss | Current Value |
|---|---|---|---|---|
| May-07-2026 | Short | +$1.37 | +4.30% | $33.26 |
| Feb-04-2026 | Short | +$4.37 | +13.74% | $36.15 |
| Nov-06-2025 | Short | +$8.46 | +26.72% | $40.13 |
| Aug-06-2025 | Short | +$11.07 | +35.09% | $42.61 |
| Oct-31-2024 | Long | +$268.83 | +91.96% | $561.17 |
| Sep-30-2024 | Long | +$296.18 | +101.31% | $588.52 |
| Aug-30-2024 | Long | +$327.65 | +112.08% | $619.99 |
| Jul-31-2024 | Long | +$357.61 | +122.33% | $649.95 |
| Jun-28-2024 | Long | +$413.83 | +141.56% | $706.17 |
| May-31-2024 | Long | +$417.13 | +142.68% | $709.47 |
| Apr-30-2024 | Long | +$456.30 | +156.08% | $748.64 |
| Mar-28-2024 | Long | +$441.73 | +151.10% | $734.07 |
| Feb-29-2024 | Long | +$454.13 | +157.96% | $741.63 |
| Jan-31-2024 | Long | +$462.51 | +160.87% | $750.01 |
| Dec-29-2023 | Long | +$511.58 | +177.94% | $799.08 |
| Nov-30-2023 | Long | +$573.29 | +199.40% | $860.79 |
| Oct-31-2023 | Long | +$1,036.75 | +240.41% | $1,468.00 |
u/Guy_1989 — 4 days ago