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