Ubs Group Ag Strategy Shs Newfound/Resolve Transaction History

Ubs Group Ag

$611 Billion
Q3 2025

A detailed history of Ubs Group Ag transactions in Strategy Shs Newfound/Resolve stock. As of the latest transaction made, Ubs Group Ag holds 135 shares of ROMO stock, worth $4,604. This represents 0.0% of its overall portfolio holdings.

Number of Shares

135

Holding current value

$4,604

% of portfolio

0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$31.48 - $33.65 $4,249 - $4,542	135 New	135 $4,000
Q4 2024 Feb 14, 2025	SELL	$31.04 - $32.88 $4,314 - $4,570	-139 Reduced 84.24%	26 $0
Q3 2024 Nov 14, 2024	BUY	$28.35 - $31.46 $4,677 - $5,190	165 New	165 $5,000
Q1 2024 May 13, 2024	BUY	$25.98 - $28.91 $62,118 - $69,123	2,391 Added 21736.36%	2,402 $69,000
Q4 2023 Feb 09, 2024	SELL	$24.34 - $27.05 $33,662 - $37,410	-1,383 Reduced 99.21%	11 $0

Q3 2023 Nov 09, 2023	BUY	$24.8 - $26.55 $34,571 - $37,010	1,394 New	1,394 $34,000
Q4 2022 Feb 08, 2023	BUY	$24.25 - $25.01 $23,765 - $24,509	980 Added 44.97%	3,159 $76,000
Q3 2022 Nov 10, 2022	BUY	$24.35 - $26.07 $38,570 - $41,294	1,584 Added 266.22%	2,179 $53,000
Q2 2022 Aug 10, 2022	SELL	$25.22 - $27.6 $26,027 - $28,483	-1,032 Reduced 63.43%	595 $15,000
Q1 2022 May 16, 2022	SELL	$27.05 - $30.4 $1,595 - $1,793	-59 Reduced 3.5%	1,627 $45,000
Q4 2021 Feb 14, 2022	BUY	$27.72 - $30.54 $46,735 - $51,490	1,686 New	1,686 $51,000
Q2 2021 Aug 13, 2021	SELL	$26.52 - $27.79 $28,137 - $29,485	-1,061 Closed	0 $0
Q1 2021 May 12, 2021	SELL	$24.96 - $26.73 $24,161 - $25,874	-968 Reduced 47.71%	1,061 $28,000
Q4 2020 Feb 11, 2021	SELL	$21.98 - $25.13 $12,176 - $13,922	-554 Reduced 21.45%	2,029 $51,000
Q3 2020 Nov 12, 2020	BUY	$21.51 - $23.9 $26,607 - $29,564	1,237 Added 91.9%	2,583 $58,000
Q2 2020 Jul 31, 2020	BUY	$20.79 - $21.67 $27,983 - $29,167	1,346 New	1,346 $29,000
Q1 2020 May 01, 2020	SELL	$19.61 - $27.49 $3,608 - $5,058	-184 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$25.21 - $26.42 $4,638 - $4,861	184 New	184 $5,000

Others Institutions Holding ROMO

# of Institutions

Shares Held

632K

Call Options Held

Put Options Held

Wj Interests, LLC Sugar Land, TX

446K
Shares

$15.2 Million
7.74% of portfolio
Innova Wealth Partners

56.2K
Shares

$1.92 Million
1.14% of portfolio
Financial Enhancement Group LLC Anderson, IN

52.1K
Shares

$1.78 Million
0.27% of portfolio
Lifeworks Advisors, LLC Grand Rapids, MI

43.6K
Shares

$1.49 Million
0.2% of portfolio
Gts Securities LLC New York, NY

16K
Shares

$545,964
0.02% of portfolio

View Full List

About STRATEGY SHS NEWFOUND/RESOLVE

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