Institute for Wealth Management’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
$323K Sell
2,535
-278
-10% -$35.5K 0.04% 413
2025
Q1
$360K Buy
+2,813
New +$360K 0.05% 370
2020
Q2
Sell
-2,308
Closed -$201K 436
2020
Q1
$201K Sell
2,308
-386
-14% -$33.6K 0.06% 365
2019
Q4
$314K Sell
2,694
-11
-0.4% -$1.28K 0.07% 337
2019
Q3
$297K Sell
2,705
-705
-21% -$77.4K 0.07% 329
2019
Q2
$338K Buy
+3,410
New +$338K 0.07% 328