IFWM
PARA
Institute for Wealth Management’s Paramount Global Class B PARA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Sell |
30,582
-1,100
| -3% | -$14.2K | 0.04% | 364 |
|
|
2025
Q1 | $379K | Sell |
31,682
-4,710
| -13% | -$56.3K | 0.05% | 357 |
|
|
2024
Q4 | $381K | Sell |
36,392
-23,003
| -39% | -$241K | 0.05% | 348 |
|
|
2024
Q3 | $631K | Sell |
59,395
-3,673
| -6% | -$39K | 0.08% | 250 |
|
|
2024
Q2 | $655K | Buy |
63,068
+20,395
| +48% | +$212K | 0.09% | 231 |
|
|
2024
Q1 | $502K | Sell |
42,673
-2,257
| -5% | -$26.6K | 0.06% | 287 |
|
|
2023
Q4 | $665K | Buy |
44,930
+13,438
| +43% | +$199K | 0.11% | 218 |
|
|
2023
Q3 | $406K | Sell |
31,492
-242
| -0.8% | -$3.12K | 0.07% | 285 |
|
|
2023
Q2 | $505K | Buy |
31,734
+652
| +2% | +$10.4K | 0.09% | 257 |
|
|
2023
Q1 | $693K | Buy |
31,082
+113
| +0.4% | +$2.52K | 0.13% | 193 |
|
|
2022
Q4 | $523K | Sell |
30,969
-11,046
| -26% | -$186K | 0.11% | 243 |
|
|
2022
Q3 | $800K | Sell |
42,015
-2,734
| -6% | -$52.1K | 0.18% | 154 |
|
|
2022
Q2 | $1.1M | Buy |
44,749
+1,797
| +4% | +$44.3K | 0.22% | 119 |
|
|
2022
Q1 | $1.62M | Sell |
42,952
-261
| -0.6% | -$9.87K | 0.26% | 94 |
|
|
2021
Q4 | $1.3M | Buy |
43,213
+949
| +2% | +$28.6K | 0.21% | 122 |
|
|
2021
Q3 | $1.67M | Buy |
42,264
+9,880
| +31% | +$390K | 0.29% | 84 |
|
|
2021
Q2 | $1.46M | Sell |
32,384
-1,038
| -3% | -$46.9K | 0.26% | 98 |
|
|
2021
Q1 | $1.51M | Sell |
33,422
-3,122
| -9% | -$141K | 0.29% | 91 |
|
|
2020
Q4 | $1.36M | Sell |
36,544
-4,666
| -11% | -$174K | 0.27% | 92 |
|
|
2020
Q3 | $1.15M | Sell |
41,210
-338
| -0.8% | -$9.47K | 0.26% | 98 |
|
|
2020
Q2 | $969K | Buy |
41,548
+1,542
| +4% | +$36K | 0.24% | 112 |
|
|
2020
Q1 | $560K | Buy |
40,006
+7,390
| +23% | +$103K | 0.17% | 160 |
|
|
2019
Q4 | $1.37M | Buy |
32,616
+12,877
| +65% | +$540K | 0.31% | 83 |
|
|
2019
Q3 | $797K | Buy |
19,739
+1,590
| +9% | +$64.2K | 0.2% | 146 |
|
|
2019
Q2 | $906K | Sell |
18,149
-198
| -1% | -$9.88K | 0.2% | 147 |
|
|
2019
Q1 | $872K | Buy |
+18,347
| New | +$872K | 0.19% | 150 |
|
|
2018
Q4 | – | Sell |
-10,060
| Closed | -$572K | – | 317 |
|
|
2018
Q3 | $572K | Buy |
+10,060
| New | +$572K | 0.19% | 148 |
|
|
2018
Q1 | – | Sell |
-8,093
| Closed | -$478K | – | 357 |
|
|
2017
Q4 | $478K | Sell |
8,093
-4,270
| -35% | -$252K | 0.11% | 231 |
|
|
2017
Q3 | $723K | Hold |
12,363
| – | – | 0.24% | 148 |
|
|
2017
Q2 | $790K | Buy |
+12,363
| New | +$790K | 0.22% | 147 |
|