Kingswood Wealth Advisors’s Paramount Global Class B PARA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $213K | Sell |
16,530
-1,168
| -7% | -$15.1K | 0.02% | 681 |
|
2025
Q1 | $210K | Sell |
17,698
-15,556
| -47% | -$184K | 0.02% | 674 |
|
2024
Q4 | $348K | Buy |
33,254
+7,167
| +27% | +$75K | 0.03% | 556 |
|
2024
Q3 | $279K | Buy |
26,087
+1,420
| +6% | +$15.2K | 0.02% | 595 |
|
2024
Q2 | $256K | Sell |
24,667
-1,287
| -5% | -$13.4K | 0.02% | 572 |
|
2024
Q1 | $305K | Sell |
25,954
-12,859
| -33% | -$151K | 0.04% | 471 |
|
2023
Q4 | $574K | Buy |
+38,813
| New | +$574K | 0.07% | 311 |
|
2023
Q3 | – | Sell |
-20,433
| Closed | -$325K | – | 465 |
|
2023
Q2 | $325K | Buy |
+20,433
| New | +$325K | 0.1% | 185 |
|