United Capital Financial Advisors’s Paramount Global Class B PARA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,106
| Closed | -$145K | – | 1122 |
|
|
2025
Q1 | $145K | Buy |
+12,106
| New | +$135K | ﹤0.01% | 1034 |
|
|
2024
Q3 | – | Sell |
-13,286
| Closed | -$138K | – | 1085 |
|
|
2024
Q2 | $138K | Sell |
13,286
-2,747
| -17% | -$32.2K | ﹤0.01% | 995 |
|
|
2024
Q1 | $189K | Buy |
16,033
+2,087
| +15% | +$26.3K | ﹤0.01% | 1030 |
|
|
2023
Q4 | $206K | Buy |
+13,946
| New | +$187K | ﹤0.01% | 995 |
|
|
2022
Q4 | – | Sell |
-13,550
| Closed | -$258K | – | 1092 |
|
|
2022
Q3 | $258K | Sell |
13,550
-17,205
| -56% | -$413K | ﹤0.01% | 952 |
|
|
2022
Q2 | $759K | Sell |
30,755
-4,033
| -12% | -$123K | ﹤0.01% | 688 |
|
|
2022
Q1 | $1.31M | Buy |
34,788
+3,807
| +12% | +$130K | 0.01% | 611 |
|
|
2021
Q4 | $935K | Buy |
30,981
+13,408
| +76% | +$462K | ﹤0.01% | 692 |
|
|
2021
Q3 | $694K | Buy |
17,573
+513
| +3% | +$20.9K | ﹤0.01% | 773 |
|
|
2021
Q2 | $771K | Sell |
17,060
-195
| -1% | -$8.05K | ﹤0.01% | 763 |
|
|
2021
Q1 | $778K | Sell |
17,255
-2,855
| -14% | -$174K | ﹤0.01% | 735 |
|
|
2020
Q4 | $749K | Sell |
20,110
-2,223
| -10% | -$71.3K | ﹤0.01% | 748 |
|
|
2020
Q3 | $626K | Sell |
22,333
-4,587
| -17% | -$123K | ﹤0.01% | 773 |
|
|
2020
Q2 | $628K | Buy |
26,920
+14,819
| +122% | +$286K | ﹤0.01% | 788 |
|
|
2020
Q1 | $170K | Buy |
12,101
+1,047
| +9% | +$30K | ﹤0.01% | 1087 |
|
|
2019
Q4 | $464K | Sell |
11,054
-247,620
| -96% | -$9.59M | ﹤0.01% | 1018 |
|
|
2019
Q3 | $10.4M | Buy |
258,674
+164,072
| +173% | +$7.68M | 0.07% | 284 |
|
|
2019
Q2 | $4.72M | Buy |
+94,602
| New | +$4.68M | 0.03% | 433 |
|
|
2018
Q1 | – | Sell |
-3,533
| Closed | -$208K | – | 1344 |
|
|
2017
Q4 | $208K | Sell |
3,533
-3,332
| -49% | -$192K | ﹤0.01% | 1229 |
|
|
2017
Q3 | $398K | Buy |
6,865
+392
| +6% | +$24.8K | ﹤0.01% | 1029 |
|
|
2017
Q2 | $413K | Sell |
6,473
-5,418
| -46% | -$347K | ﹤0.01% | 976 |
|
|
2017
Q1 | $825K | Sell |
11,891
-30,951
| -72% | -$2.03M | 0.01% | 797 |
|
|
2016
Q4 | $2.73M | Buy |
42,842
+25,155
| +142% | +$1.49M | 0.03% | 495 |
|
|
2016
Q3 | $968K | Sell |
17,687
-942
| -5% | -$50K | 0.01% | 779 |
|
|
2016
Q2 | $1.01M | Buy |
+18,629
| New | +$1.01M | 0.01% | 734 |
|
|
2015
Q2 | – | Sell |
-5,102
| Closed | -$317K | – | 1297 |
|
|
2015
Q1 | $317K | Buy |
+5,102
| New | +$298K | ﹤0.01% | 1051 |
|
|
2013
Q4 | – | Sell |
-6,715
| Closed | -$370K | – | 729 |
|
|
2013
Q3 | $370K | Sell |
6,715
-1,662
| -20% | -$88.4K | 0.01% | 513 |
|
|
2013
Q2 | $409K | Buy |
+8,377
| New | +$383K | 0.01% | 542 |
|
Other funds holding PARA
LIM
PCM
CGH
SPC
United Capital Financial Advisors's PARA Position: Q2 2025 in Review
United Capital Financial Advisors sold out of Paramount Global Class B (PARA) in Q2 2025, closing a stake of 12,106 shares — an estimated $145K sold.
United Capital Financial Advisors first reported a position in PARA in Q2 2013 and held it in 28 quarters. The position peaked at $10.4M in Q3 2019. 567 funds tracked by Wall St. Rank hold PARA as of Q2 2025.
- United Capital Financial Advisors reported no remaining Paramount Global Class B position as of Q2 2025 after selling out during the quarter.
- United Capital Financial Advisors sold 12,106 Paramount Global Class B shares in Q2 2025, an estimated $145K.
- United Capital Financial Advisors first reported a position in Paramount Global Class B in Q2 2013 and held it in 28 quarters.
- United Capital Financial Advisors's Paramount Global Class B position peaked at $10.4M in Q3 2019.
- 567 funds tracked by Wall St. Rank held Paramount Global Class B as of Q2 2025.
Based on United Capital Financial Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.