PWA
ADVM icon

Principia Wealth Advisory’s Adverum Biotechnologies ADVM Stock Holding History

Principia Wealth Advisory’s Portfolio ADVM Stock Details ADVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.37M Buy
2,029,116
+332,301
+20% +$715K 3.7% 9
2025
Q1 		$6.07M Buy
1,696,815
+366,155
+28% +$1.31M 5.82% 5
2024
Q4 		$6.21M Buy
+1,330,660
New +$6.21M 5.83% 6