Marshall & Sterling Wealth Advisors Inc.'s ownership history for WM

Marshall & Sterling Wealth Advisors Inc. currently holds 2.2K shares with a market value of $512.4K. It started holding WM on 2024-12-31. At its peak, it held 2.5K shares on 2025-12-31. Its highest holding value was $575.4K on 2025-03-31. At its lowest, it held 2.2K shares on 2026-03-31, with a value of $494.8K on 2024-12-31. In the recent 180 days, Marshall & Sterling Wealth Advisors Inc. has decreased its shares by 212. In the recent year, Marshall & Sterling Wealth Advisors Inc. has decreased its shares by 257.