Heritage Oak Wealth Advisors’s Ross Stores ROST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,889	Closed	-$286K	–	84
2024 Q4	$286K	Buy	+1,889	New	+$286K	0.13%	57
2024 Q3	–	Sell	-5,129	Closed	-$745K	–	199
2024 Q2	$745K	Buy	+5,129	New	+$745K	0.38%	37