Wallace Advisory Group’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 | $357K | Buy |
4,837
+267
| +6% | +$19.7K | 0.26% | 117 |
|
|
2025
Q1 | $293K | Sell |
4,570
-3,731
| -45% | -$239K | 0.2% | 146 |
|
|
2024
Q4 | $551K | Sell |
8,301
-476
| -5% | -$31.6K | 0.38% | 70 |
|
|
2024
Q3 | $508K | Hold |
8,777
| – | – | 0.37% | 64 |
|
|
2024
Q2 | $508K | Sell |
8,777
-2,249
| -20% | -$130K | 0.37% | 65 |
|
|
2024
Q1 | $474K | Sell |
11,026
-31
| -0.3% | -$1.33K | 0.36% | 78 |
|
|
2023
Q4 | $535K | Sell |
11,057
-666
| -6% | -$32.2K | 0.42% | 56 |
|
|
2023
Q3 | $526K | Sell |
11,723
-433
| -4% | -$19.4K | 0.38% | 62 |
|
|
2023
Q2 | $489K | Hold |
12,156
| – | – | 0.37% | 70 |
|
|
2023
Q1 | $489K | Buy |
12,156
+334
| +3% | +$13.4K | 0.37% | 70 |
|
|
2022
Q4 | $491K | Buy |
+11,822
| New | +$491K | 0.39% | 65 |
|