PWA
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Principia Wealth Advisory’s Mastercard MA Stock Holding History

Principia Wealth Advisory’s Portfolio MA Stock Details MA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$24.2K Buy
43
+6
+16% +$3.37K 0.02% 128
2025
Q1 		$19.1K Buy
37
+17
+85% +$8.76K 0.02% 108
2024
Q4 		$10.5K Buy
+20
New +$10.5K 0.01% 123