Diversify 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
$277K Sell
4,644
-624
-12% -$37.2K 0.02% 469
2025
Q1
$339K Sell
5,268
-366
-6% -$23.5K 0.03% 422
2024
Q4
$352K Sell
5,634
-1,114
-17% -$69.6K 0.03% 411
2024
Q3
$469K Sell
6,748
-683
-9% -$47.5K 0.05% 328
2024
Q2
$485K Buy
+7,431
New +$485K 0.06% 282