PWA
PARA

Physician Wealth Advisors’s Paramount Global Class B PARA Stock Holding History

Physician Wealth Advisors’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
2025
Q3 		– Sell
-245
Closed -$3.16K – 2005
2025
Q2 		$3.16K Hold
245
– – ﹤0.01% 907
2025
Q1 		$2.93K Hold
245
– – ﹤0.01% 810
2024
Q4 		$2.56K Buy
+245
New +$2.63K ﹤0.01% 823

Other funds holding PARA

HRC
Hoertkorn Richard Charles $122M AUM 31% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
IA
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Physician Wealth Advisors's PARA Position: Q3 2025 in Review

Physician Wealth Advisors sold out of Paramount Global Class B (PARA) in Q3 2025, closing a stake of 245 shares — an estimated $3.16K sold.

Physician Wealth Advisors first reported a position in PARA in Q4 2024 and held it in 3 quarters. The position peaked at $3.16K in Q2 2025. 8 funds tracked by Wall St. Rank hold PARA as of Q3 2025.

  • Physician Wealth Advisors reported no remaining Paramount Global Class B position as of Q3 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 245 Paramount Global Class B shares in Q3 2025, an estimated $3.16K.
  • Physician Wealth Advisors first reported a position in Paramount Global Class B in Q4 2024 and held it in 3 quarters.
  • Physician Wealth Advisors's Paramount Global Class B position peaked at $3.16K in Q2 2025.
  • 8 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2025.

Based on Physician Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.