Heritage 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 Q2	$125K	Hold	980	–	–	0.01%	228
2025 Q1	$125K	Hold	980	–	–	0.01%	229
2024 Q4	$148K	Hold	980	–	–	0.01%	226
2024 Q3	$148K	Hold	980	–	–	0.01%	235
2024 Q2	$142K	Hold	980	–	–	0.01%	231
2024 Q1	$144K	Hold	980	–	–	0.01%	236
2023 Q4	$136K	Hold	980	–	–	0.01%	242
2023 Q3	$111K	Hold	980	–	–	0.01%	242
2023 Q2	$110K	Hold	980	–	–	0.01%	250
2023 Q1	$104K	Hold	980	–	–	0.01%	256
2022 Q4	$114K	Hold	980	–	–	0.01%	254
2022 Q3	$82.6K	Hold	980	–	–	0.01%	262
2022 Q2	$69K	Hold	980	–	–	﹤0.01%	294
2022 Q1	$89K	Hold	980	–	–	﹤0.01%	262
2021 Q4	$112K	Hold	980	–	–	0.01%	257
2021 Q3	$107K	Hold	980	–	–	0.01%	245
2021 Q2	$122K	Hold	980	–	–	0.01%	238
2021 Q1	$118K	Hold	980	–	–	0.01%	248
2020 Q4	$120K	Hold	980	–	–	0.01%	239
2020 Q3	$91.5K	Hold	980	–	–	0.01%	209
2020 Q2	$83.5K	Sell	980 -16	-2%	-$1.36K	0.01%	218
2020 Q1	$86.6K	Sell	996 -11	-1%	-$957	0.02%	205
2019 Q4	$117K	Buy	1,007 +11	+1%	+$1.28K	0.02%	216
2019 Q3	$109K	Hold	996	–	–	0.02%	203
2019 Q2	$98.7K	Hold	996	–	–	0.02%	189
2019 Q1	$92.7K	Hold	996	–	–	0.02%	180
2018 Q4	$82K	Hold	996	–	–	0.02%	172
2018 Q3	$98K	Buy	+996	New	+$98K	0.02%	159