SWA
Sax Wealth Advisors’s Ross Stores ROST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Buy |
2,672
+977
| +58% | +$125K | 0.02% | 318 |
|
|
2025
Q1 | $217K | Sell |
1,695
-288
| -15% | -$36.8K | 0.02% | 341 |
|
|
2024
Q4 | $300K | Buy |
1,983
+406
| +26% | +$61.4K | 0.02% | 266 |
|
|
2024
Q3 | $237K | Buy |
+1,577
| New | +$237K | 0.02% | 256 |
|