PWS
Precision Wealth Strategies’s Ryan Specialty Holdings RYAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $628K | Buy |
9,233
+36
| +0.4% | +$2.45K | 0.2% | 89 |
|
|
2025
Q1 | $679K | Sell |
9,197
-3,718
| -29% | -$275K | 0.52% | 33 |
|
|
2024
Q4 | $829K | Sell |
12,915
-3,062
| -19% | -$196K | 0.64% | 25 |
|
|
2024
Q3 | $1.06M | Sell |
15,977
-484
| -3% | -$32.1K | 0.98% | 20 |
|
|
2024
Q2 | $953K | Buy |
16,461
+687
| +4% | +$39.8K | 0.98% | 23 |
|
|
2024
Q1 | $875K | Buy |
15,774
+617
| +4% | +$34.2K | 0.83% | 24 |
|
|
2023
Q4 | $652K | Buy |
15,157
+183
| +1% | +$7.87K | 0.63% | 26 |
|
|
2023
Q3 | $725K | Buy |
14,974
+7,569
| +102% | +$366K | 0.79% | 21 |
|
|
2023
Q2 | $332K | Buy |
7,405
+14
| +0.2% | +$628 | 0.54% | 40 |
|
|
2023
Q1 | $297K | Sell |
7,391
-15,707
| -68% | -$632K | 0.47% | 47 |
|
|
2022
Q4 | $959K | Sell |
23,098
-20
| -0.1% | -$830 | 1% | 17 |
|
|
2022
Q3 | $996K | Sell |
23,118
-2,806
| -11% | -$121K | 0.88% | 20 |
|
|
2022
Q2 | $1.02M | Buy |
25,924
+2,285
| +10% | +$90.1K | 0.8% | 18 |
|
|
2022
Q1 | $917K | Sell |
23,639
-4,457
| -16% | -$173K | 0.54% | 33 |
|
|
2021
Q4 | $1.13M | Buy |
28,096
+3,597
| +15% | +$145K | 0.82% | 23 |
|
|
2021
Q3 | $830K | Buy |
+24,499
| New | +$830K | 0.64% | 23 |
|