NEOS Investment Management’s Dollar Tree DLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.68M Buy
16,962
+3,566
+27% +$353K 0.02% 401
2025
Q1
$1.01M Buy
13,396
+2,504
+23% +$188K 0.02% 436
2024
Q4
$816K Sell
10,892
-9,921
-48% -$743K 0.02% 446
2024
Q3
$1.46M Buy
20,813
+3,547
+21% +$249K 0.04% 313
2024
Q2
$1.84M Buy
17,266
+5,205
+43% +$556K 0.08% 227
2024
Q1
$1.61M Buy
12,061
+1,916
+19% +$255K 0.1% 193
2023
Q4
$1.44M Buy
10,145
+317
+3% +$45K 0.14% 145
2023
Q3
$1.05M Buy
+9,828
New +$1.05M 0.13% 145