Venturi 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
Q1 | – | Sell |
-61
| Closed | -$3.91K | – | 1567 |
|
|
2024
Q4 | $3.91K | Sell |
61
-55
| -47% | -$3.53K | ﹤0.01% | 1762 |
|
|
2024
Q3 | $7.7K | Sell |
116
-9
| -7% | -$598 | ﹤0.01% | 1262 |
|
|
2024
Q2 | $7.24K | Sell |
125
-18
| -13% | -$1.04K | ﹤0.01% | 1161 |
|
|
2024
Q1 | $7.94K | Hold |
143
| – | – | ﹤0.01% | 979 |
|
|
2023
Q4 | $6.15K | Hold |
143
| – | – | ﹤0.01% | 988 |
|
|
2023
Q3 | $6.92K | Hold |
143
| – | – | ﹤0.01% | 878 |
|
|
2023
Q2 | $6.42K | Hold |
143
| – | – | ﹤0.01% | 713 |
|
|
2023
Q1 | $5.76K | Buy |
+143
| New | +$5.76K | ﹤0.01% | 803 |
|