Beverly Hills Private Wealth’s Ross Stores ROST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$449K	Buy	2,072 +57	+3%	+$11.4K	0.07%	206
2025 Q4	$363K	Hold	2,015	–	–	0.06%	220
2025 Q3	$307K	Hold	2,015	–	–	0.05%	259
2025 Q2	$257K	Hold	2,015	–	–	0.05%	296
2025 Q1	$257K	Hold	2,015	–	–	0.05%	296
2024 Q4	$305K	Hold	2,015	–	–	0.06%	256
2024 Q3	$303K	Hold	2,015	–	–	0.06%	268
2024 Q2	$293K	Buy	2,015 +4	+0.2%	+$553	0.06%	279
2024 Q1	$295K	Sell	2,011 -21	-1%	-$3.01K	0.07%	283
2023 Q4	$281K	Buy	2,032 +32	+2%	+$3.98K	0.07%	265
2023 Q3	$226K	Hold	2,000	–	–	0.07%	262
2023 Q2	$225K	Hold	2,000	–	–	0.04%	301
2023 Q1	$212K	Buy	+2,000	New	+$225K	0.07%	255