Mount Yale Investment 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
$3.65M Sell
283,162
-11,395
-4% -$147K 0.29% 71
2025
Q1
$3.52M Sell
294,557
-34,382
-10% -$411K 0.3% 67
2024
Q4
$3.44M Sell
328,939
-96,883
-23% -$1.01M 0.28% 70
2024
Q3
$4.52M Buy
+425,822
New +$4.52M 0.43% 57
2020
Q1
Sell
-187,779
Closed -$6.41M 324
2019
Q4
$6.41M Buy
+187,779
New +$6.41M 1.11% 26
2018
Q4
Sell
-1,000
Closed -$58K 641
2018
Q3
$58K Sell
1,000
-89
-8% -$5.16K 0.01% 575
2018
Q2
$61K Sell
1,089
-1,169
-52% -$65.5K 0.01% 592
2018
Q1
$116K Buy
+2,258
New +$116K 0.02% 408