Circle Wealth Management, LLC's ownership history for ROST

Circle Wealth Management, LLC currently holds 4.9K shares with a market value of $753.4K. It started holding ROST on 2024-09-30. At its peak, it held 5.2K shares on 2024-12-31. Its highest holding value was $783.3K on 2024-12-31. At its lowest, it held 4.7K shares on 2025-06-30, with a value of $602.2K on 2025-06-30. In the recent 180 days, Circle Wealth Management, LLC has decreased its shares by 234. In the recent year, Circle Wealth Management, LLC has decreased its shares by 229.