Mark Sheptoff Financial Planning’s Dunkin' Brands Group, Inc. DNKN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,200
| Closed | -$98K | – | 371 |
|
|
2020
Q3 | $98K | Hold |
1,200
| – | – | 0.06% | 119 |
|
|
2020
Q2 | $78K | Hold |
1,200
| – | – | 0.05% | 126 |
|
|
2020
Q1 | $64K | Hold |
1,200
| – | – | 0.05% | 124 |
|
|
2019
Q4 | $91K | Hold |
1,200
| – | – | 0.06% | 122 |
|
|
2019
Q3 | $95K | Hold |
1,200
| – | – | 0.06% | 117 |
|
|
2019
Q2 | $96K | Hold |
1,200
| – | – | 0.07% | 122 |
|
|
2019
Q1 | $90K | Hold |
1,200
| – | – | 0.06% | 123 |
|
|
2018
Q4 | $77K | Hold |
1,200
| – | – | 0.06% | 112 |
|
|
2018
Q3 | $88K | Hold |
1,200
| – | – | 0.06% | 134 |
|
|
2018
Q2 | $83K | Sell |
1,200
-500
| -29% | -$32.2K | 0.06% | 133 |
|
|
2018
Q1 | $101K | Sell |
1,700
-200
| -11% | -$12.4K | 0.07% | 127 |
|
|
2017
Q4 | $122K | Sell |
1,900
-210
| -10% | -$12.2K | 0.08% | 126 |
|
|
2017
Q3 | $112K | Buy |
2,110
+1
| +0% | +$53 | 0.08% | 139 |
|
|
2017
Q2 | $116K | Buy |
2,109
+1
| +0% | +$56 | 0.08% | 131 |
|
|
2017
Q1 | $115K | Buy |
2,108
+2
| +0.1% | +$107 | 0.08% | 133 |
|
|
2016
Q4 | $110K | Buy |
2,106
+1
| +0% | +$51 | 0.08% | 134 |
|
|
2016
Q3 | $110K | Buy |
2,105
+1
| +0% | +$48 | 0.08% | 126 |
|
|
2016
Q2 | $92K | Buy |
2,104
+1
| +0% | +$46 | 0.07% | 129 |
|
|
2016
Q1 | $99K | Buy |
2,103
+400
| +23% | +$17.2K | 0.08% | 124 |
|
|
2015
Q4 | $73K | Buy |
1,703
+1,503
| +752% | +$63.1K | 0.06% | 144 |
|
|
2015
Q3 | $10K | Hold |
200
| – | – | 0.01% | 255 |
|
|
2015
Q2 | $11K | Hold |
200
| – | – | 0.01% | 268 |
|
|
2015
Q1 | $10K | Sell |
200
-200
| -50% | -$9.28K | 0.01% | 268 |
|
|
2014
Q4 | $17K | Hold |
400
| – | – | 0.02% | 229 |
|
|
2014
Q3 | $18K | Sell |
400
-13,608
| -97% | -$606K | 0.02% | 236 |
|
|
2014
Q2 | $642K | Sell |
14,008
-2,699
| -16% | -$124K | 0.55% | 55 |
|
|
2014
Q1 | $838K | Buy |
+16,707
| New | +$824K | 0.74% | 38 |
|
Other funds holding DNKN
Mark Sheptoff Financial Planning's DNKN Position: Q4 2020 in Review
Mark Sheptoff Financial Planning sold out of Dunkin' Brands Group, Inc. (DNKN) in Q4 2020, closing a stake of 1,200 shares — an estimated $98K sold.
Mark Sheptoff Financial Planning first reported a position in DNKN in Q1 2014 and held it in 27 quarters. The position peaked at $838K in Q1 2014. 2 funds tracked by Wall St. Rank hold DNKN as of Q4 2020.
- Mark Sheptoff Financial Planning reported no remaining Dunkin' Brands Group, Inc. position as of Q4 2020 after selling out during the quarter.
- Mark Sheptoff Financial Planning sold 1,200 Dunkin' Brands Group, Inc. shares in Q4 2020, an estimated $98K.
- Mark Sheptoff Financial Planning first reported a position in Dunkin' Brands Group, Inc. in Q1 2014 and held it in 27 quarters.
- Mark Sheptoff Financial Planning's Dunkin' Brands Group, Inc. position peaked at $838K in Q1 2014.
- 2 funds tracked by Wall St. Rank held Dunkin' Brands Group, Inc. as of Q4 2020.
Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2020, filed 11 Feb 2021.