Marshall & Sterling Wealth Advisors Inc. GE VERNOVA Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $156 Billion
  • Q3 2025
Number of Shares
45
Previous 45 -0.0%
Holding current value
$27.1 Million
Previous $23.3 Million 16.22%
% of portfolio
0.02%
Previous 0.02%

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
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