ROMO STRATEGY SHS

Ownership history in WJ Interests, LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which WJ Interests, LLC reported a position in STRATEGY SHS (ROMO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
15.27% (2022 Q3)
Avg. % of fund
9.52%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 423,269 -22,465 -5.0% 5.78% $13.4M $31.76
2025 Q3 ADDED 445,734 +4,543 +1.0% 6.05% $15.0M $30.90
2025 Q2 REDUCED 441,191 -8,932 -2.0% 6.04% $14.1M $29.43
2025 Q1 REDUCED 450,123 -8,252 -1.8% 6.38% $13.7M $27.99
2024 Q4 REDUCED 458,375 -9,600 -2.1% 6.99% $14.5M $29.06
2024 Q3 REDUCED 467,975 -2,918 -0.6% 6.49% $14.7M $28.69
2024 Q2 ADDED 470,893 +21,841 +4.9% 7.02% $14.1M $27.31
2024 Q1 REDUCED 449,052 -165,320 -26.9% 6.85% $13.0M $26.37
2023 Q4 REDUCED 614,372 -96,186 -13.5% 10.23% $16.2M $24.08
2023 Q3 REDUCED 710,558 -4,105 -0.6% 12.30% $17.7M $22.17
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ROMO price (monthly, adj. close)
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