Baker Tilly Wealth Management’s Ryan Specialty Holdings RYAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Buy |
3,403
+65
| +2% | +$4.42K | 0.08% | 215 |
|
|
2025
Q1 | $247K | Buy |
+3,338
| New | +$247K | 0.1% | 207 |
|
|
2024
Q4 | – | Sell |
-4,104
| Closed | -$272K | – | 249 |
|
|
2024
Q3 | $272K | Sell |
4,104
-2,819
| -41% | -$187K | 0.12% | 193 |
|
|
2024
Q2 | $401K | Sell |
6,923
-20,893
| -75% | -$1.21M | 0.16% | 153 |
|
|
2024
Q1 | $1.54M | Buy |
27,816
+622
| +2% | +$34.5K | 0.28% | 85 |
|
|
2023
Q4 | $1.17M | Buy |
27,194
+3,471
| +15% | +$149K | 0.19% | 118 |
|
|
2023
Q3 | $1.15M | Sell |
23,723
-5,899
| -20% | -$286K | 0.19% | 114 |
|
|
2023
Q2 | $1.33M | Sell |
29,622
-2,112
| -7% | -$94.8K | 0.14% | 159 |
|
|
2023
Q1 | $1.28M | Sell |
31,734
-5,578
| -15% | -$224K | 0.14% | 161 |
|
|
2022
Q4 | $1.55M | Sell |
37,312
-2,747
| -7% | -$114K | 0.19% | 123 |
|
|
2022
Q3 | $1.63M | Sell |
40,059
-2,690
| -6% | -$109K | 0.22% | 96 |
|
|
2022
Q2 | $1.68M | Sell |
42,749
-321
| -0.7% | -$12.6K | 0.22% | 95 |
|
|
2022
Q1 | $1.67M | Sell |
43,070
-512
| -1% | -$19.9K | 0.18% | 112 |
|
|
2021
Q4 | $1.76M | Buy |
43,582
+282
| +0.7% | +$11.4K | 0.19% | 107 |
|
|
2021
Q3 | $1.47M | Buy |
+43,300
| New | +$1.47M | 0.19% | 102 |
|