Legacy Capital Wealth Partners’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	$519K	Sell	2,396 -1,572	-40%	-$313K	0.11%	202
2025 Q4	$715K	Sell	3,968 -280	-7%	-$46.7K	0.15%	144
2025 Q3	$647K	Sell	4,248 -56	-1%	-$8K	0.14%	159
2025 Q2	$549K	Buy	4,304 +554	+15%	+$76.9K	0.13%	175
2025 Q1	$479K	Sell	3,750 -1,185	-24%	-$166K	0.12%	188
2024 Q4	$746K	Sell	4,935 -654	-12%	-$96.1K	0.18%	110
2024 Q3	$841K	Buy	5,589 +242	+5%	+$35.7K	0.17%	122
2024 Q2	$777K	Buy	+5,347	New	+$739K	0.2%	94
2024 Q1	–	Sell	-7,500	Closed	-$1.04M	–	288
2023 Q4	$1.04M	Sell	7,500 -325	-4%	-$40.5K	0.29%	72
2023 Q3	$884K	Buy	+7,825	New	+$897K	0.24%	84
2023 Q2	–	Sell	-7,259	Closed	-$770K	–	191
2023 Q1	$770K	Buy	+7,259	New	+$815K	0.21%	100