NEOS Investment Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $16M | Buy |
50,163
+10,696
| +27% | +$3.41M | 0.2% | 100 |
|
2025
Q1 | $10.6M | Buy |
39,467
+7,513
| +24% | +$2.02M | 0.2% | 105 |
|
2024
Q4 | $9.48M | Buy |
31,954
+7,461
| +30% | +$2.21M | 0.22% | 87 |
|
2024
Q3 | $6.64M | Buy |
24,493
+4,872
| +25% | +$1.32M | 0.2% | 99 |
|
2024
Q2 | $4.54M | Buy |
19,621
+5,976
| +44% | +$1.38M | 0.19% | 99 |
|
2024
Q1 | $3.11M | Buy |
13,645
+1,273
| +10% | +$290K | 0.19% | 103 |
|
2023
Q4 | $2.32M | Buy |
12,372
+1,062
| +9% | +$199K | 0.22% | 92 |
|
2023
Q3 | $1.69M | Buy |
+11,310
| New | +$1.69M | 0.22% | 95 |
|