PMIA
Patrick Mauro Investment Advisor’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.21M | Buy |
595,184
+66,439
| +13% | +$694K | 3.52% | 11 |
|
|
2025
Q1 | $6.57M | Buy |
528,745
+442,987
| +517% | +$5.5M | 3.59% | 9 |
|
|
2024
Q4 | $1.1M | Buy |
85,758
+351
| +0.4% | +$4.52K | 0.63% | 34 |
|
|
2024
Q3 | $1.71M | Buy |
85,407
+14,303
| +20% | +$287K | 0.9% | 32 |
|
|
2024
Q2 | $1.25M | Sell |
71,104
-22,425
| -24% | -$394K | 0.73% | 33 |
|
|
2024
Q1 | $1.68M | Buy |
93,529
+5,939
| +7% | +$106K | 0.95% | 30 |
|
|
2023
Q4 | $1.69M | Sell |
87,590
-5,883
| -6% | -$113K | 1% | 30 |
|
|
2023
Q3 | $1.42M | Buy |
93,473
+8,581
| +10% | +$130K | 0.92% | 31 |
|
|
2023
Q2 | $1.76M | Buy |
84,892
+10,128
| +14% | +$210K | 1.08% | 31 |
|
|
2023
Q1 | $1.8M | Buy |
74,764
+5,249
| +8% | +$126K | 1.12% | 30 |
|
|
2022
Q4 | $2M | Sell |
69,515
-11,465
| -14% | -$330K | 1.29% | 29 |
|
|
2022
Q3 | $1.83M | Buy |
+80,980
| New | +$1.83M | 1.32% | 31 |
|