PWA
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Principia Wealth Advisory’s Primerica PRI Stock Holding History

Principia Wealth Advisory’s Portfolio PRI Stock Details PRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$547 Buy
2
+1
+100% +$274 ﹤0.01% 715
2025
Q1 		$263 Sell
1
-1
-50% -$263 ﹤0.01% 724
2024
Q4 		$543 Buy
+2
New +$543 ﹤0.01% 518