Marshall & Sterling Wealth Advisors Inc. GE VERNOVA Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $148 Billion
  • Q2 2025
Number of Shares
45
Previous 44 2.27%
Holding current value
$23.3 Million
Previous $13.4 Million 73.34%
% of portfolio
0.02%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
N/A
1 Added 2.27%
45 $23.3 Million
Q1 2025

May 15, 2025
SELL
N/A
-25 Reduced 36.23%
44 $13.4 Million
Q4 2024

Feb 14, 2025
BUY
N/A
69 New
69 $22.7 Million
Track This Portfolio

Track Marshall & Sterling Wealth Advisors Inc. Portfolio

Follow Marshall & Sterling Wealth Advisors Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marshall & Sterling Wealth Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Marshall & Sterling Wealth Advisors Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email