Carson Wealth (CWM LLC)’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 | $104K | Sell |
1,528
-132
| -8% | -$8.98K | ﹤0.01% | 2685 |
|
|
2025
Q1 | $123K | Sell |
1,660
-435
| -21% | -$32.2K | ﹤0.01% | 2251 |
|
|
2024
Q4 | $134K | Buy |
2,095
+488
| +30% | +$31.2K | ﹤0.01% | 2082 |
|
|
2024
Q3 | $107K | Sell |
1,607
-70
| -4% | -$4.66K | ﹤0.01% | 2159 |
|
|
2024
Q2 | $97K | Sell |
1,677
-79
| -4% | -$4.57K | ﹤0.01% | 1994 |
|
|
2024
Q1 | $97K | Sell |
1,756
-1,158
| -40% | -$64K | ﹤0.01% | 1899 |
|
|
2023
Q4 | $125K | Sell |
2,914
-4
| -0.1% | -$172 | ﹤0.01% | 1624 |
|
|
2023
Q3 | $141K | Buy |
2,918
+7
| +0.2% | +$338 | ﹤0.01% | 1460 |
|
|
2023
Q2 | $131K | Hold |
2,911
| – | – | ﹤0.01% | 1433 |
|
|
2023
Q1 | $117K | Sell |
2,911
-35
| -1% | -$1.41K | ﹤0.01% | 1415 |
|
|
2022
Q4 | $122K | Buy |
+2,946
| New | +$122K | ﹤0.01% | 1291 |
|