PMIA
Patrick Mauro Investment Advisor’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Hold |
2,100
| – | – | 0.15% | 38 |
|
|
2025
Q1 | $207K | Hold |
2,100
| – | – | 0.11% | 42 |
|
|
2024
Q4 | $234K | Hold |
2,100
| – | – | 0.13% | 41 |
|
|
2024
Q3 | $202K | Hold |
2,100
| – | – | 0.11% | 43 |
|
|
2024
Q2 | $209K | Hold |
2,100
| – | – | 0.12% | 43 |
|
|
2024
Q1 | $257K | Buy |
+2,100
| New | +$257K | 0.15% | 42 |
|
|
2023
Q2 | – | Sell |
-2,180
| Closed | -$218K | – | 41 |
|
|
2023
Q1 | $218K | Buy |
+2,180
| New | +$218K | 0.14% | 40 |
|