Mark Sheptoff Financial Planning’s Diebold Nixdorf Incorporated DBD Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio DBD Stock Details DBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,500	Closed	-$1.8K	–	407
2023 Q1	$1.8K	Hold	1,500	–	–	﹤0.01%	346
2022 Q4	$2.13K	Hold	1,500	–	–	﹤0.01%	350
2022 Q3	$4K	Hold	1,500	–	–	﹤0.01%	307
2022 Q2	$3K	Hold	1,500	–	–	﹤0.01%	331
2022 Q1	$10K	Hold	1,500	–	–	0.01%	300
2021 Q4	$14K	Hold	1,500	–	–	0.01%	288
2021 Q3	$15K	Hold	1,500	–	–	0.01%	274
2021 Q2	$19K	Hold	1,500	–	–	0.01%	277
2021 Q1	$21K	Hold	1,500	–	–	0.01%	231
2020 Q4	$16K	Hold	1,500	–	–	0.01%	238
2020 Q3	$11K	Hold	1,500	–	–	0.01%	233
2020 Q2	$9K	Hold	1,500	–	–	0.01%	267
2020 Q1	$5K	Hold	1,500	–	–	﹤0.01%	276
2019 Q4	$16K	Hold	1,500	–	–	0.01%	240
2019 Q3	$17K	Hold	1,500	–	–	0.01%	227
2019 Q2	$14K	Hold	1,500	–	–	0.01%	245
2019 Q1	$17K	Hold	1,500	–	–	0.01%	221
2018 Q4	$4K	Hold	1,500	–	–	﹤0.01%	292
2018 Q3	$7K	Hold	1,500	–	–	﹤0.01%	314
2018 Q2	$18K	Hold	1,500	–	–	0.01%	232
2018 Q1	$23K	Hold	1,500	–	–	0.02%	223
2017 Q4	$25K	Hold	1,500	–	–	0.02%	226
2017 Q3	$34K	Hold	1,500	–	–	0.02%	206
2017 Q2	$42K	Sell	1,500 -1	-0.1%	-$28	0.03%	181
2017 Q1	$46K	Buy	1,501 +1	+0.1%	+$28	0.03%	187
2016 Q4	$38K	Hold	1,500	–	–	0.03%	192
2016 Q3	$37K	Hold	1,500	–	–	0.03%	186
2016 Q2	$37K	Hold	1,500	–	–	0.03%	175
2016 Q1	$43K	Hold	1,500	–	–	0.04%	163
2015 Q4	$45K	Hold	1,500	–	–	0.04%	174
2015 Q3	$45K	Hold	1,500	–	–	0.04%	165
2015 Q2	$53K	Hold	1,500	–	–	0.04%	169
2015 Q1	$53K	Hold	1,500	–	–	0.04%	165
2014 Q4	$52K	Hold	1,500	–	–	0.05%	165
2014 Q3	$53K	Hold	1,500	–	–	0.05%	168
2014 Q2	$60K	Hold	1,500	–	–	0.05%	167
2014 Q1	$60K	Buy	+1,500	New	+$54K	0.05%	171

Other funds holding DBD

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Public Employees Retirement Association of Colorado Denver, Colorado $25.5B AUM 28.85% 1-Year Est. Return

BFIM

Beese Fulmer Investment Management Canton, Ohio $1.56B AUM 26.01% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Mark Sheptoff Financial Planning's DBD Position: Q2 2023 in Review

Mark Sheptoff Financial Planning sold out of Diebold Nixdorf Incorporated (DBD) in Q2 2023, closing a stake of 1,500 shares — an estimated $1.8K sold.

Mark Sheptoff Financial Planning first reported a position in DBD in Q1 2014 and held it in 37 quarters. The position peaked at $60K in Q2 2014. 7 funds tracked by Wall St. Rank hold DBD as of Q2 2023.

Mark Sheptoff Financial Planning reported no remaining Diebold Nixdorf Incorporated position as of Q2 2023 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 1,500 Diebold Nixdorf Incorporated shares in Q2 2023, an estimated $1.8K.
Mark Sheptoff Financial Planning first reported a position in Diebold Nixdorf Incorporated in Q1 2014 and held it in 37 quarters.
Mark Sheptoff Financial Planning's Diebold Nixdorf Incorporated position peaked at $60K in Q2 2014.
7 funds tracked by Wall St. Rank held Diebold Nixdorf Incorporated as of Q2 2023.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2023, filed 10 Aug 2023.