AllSquare Wealth Management’s Paramount Global Class B PARA Stock Holding History

AllSquare Wealth Management’s Portfolio PARA Stock Details PARA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,000	Closed	-$45K	–	511
2021 Q1	$45K	Buy	+1,000	New	+$61.1K	0.03%	239

Other funds holding PARA

HRC

Hoertkorn Richard Charles $149M AUM 77.22% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AllSquare Wealth Management's PARA Position: Q3 2025 in Review

AllSquare Wealth Management sold out of Paramount Global Class B (PARA) in Q3 2025, closing a stake of 200 shares — an estimated $2.58K sold.

AllSquare Wealth Management first reported a position in PARA in Q4 2015 and held it in 33 quarters. The position peaked at $156K in Q2 2021. 8 funds tracked by Wall St. Rank hold PARA as of Q3 2025.

AllSquare Wealth Management reported no remaining Paramount Global Class B position as of Q3 2025 after selling out during the quarter.
AllSquare Wealth Management sold 200 Paramount Global Class B shares in Q3 2025, an estimated $2.58K.
AllSquare Wealth Management first reported a position in Paramount Global Class B in Q4 2015 and held it in 33 quarters.
AllSquare Wealth Management's Paramount Global Class B position peaked at $156K in Q2 2021.
8 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.