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Generally the advice is to sell immediately and diversify. I've also had ESPP shares that appreciated significantly and therefore held onto them to get long te
by ernestipark 4y ago
Generally the advice is to sell immediately and diversify.
I've also had ESPP shares that appreciated significantly and therefore held onto them to get long term capital gains, then sold them into a donor advised fund (DAF) to give to charities in a doubly tax advantaged way.