Cape Ann Savings Bank Purchases in Q2 2025

Cape Ann Savings Bank

  • $165 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
7.68K
+ 3.75%
$72.96 - $90.39 $560K - $694K
213K $19M
MDT
Medtronic PLC

Healthcare
7.81K
+ 271.76%
$80.68 - $88.86 $630K - $694K
10.7K $930K
AEP
American Electric Power CO Inc

Utilities
6.6K
+ 245.17%
$98.59 - $109.11 $651K - $720K
9.29K $964K
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.77K
New
$152.93 - $181.74 $423K - $503K
2.77K $502K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
881
+ 64.64%
$483.48 - $539.8 $426K - $476K
2.24K $1.09M
RTX
Raytheon Technologies Corp

Industrials
1.32K
+ 16.26%
$113.75 - $148.48 $150K - $195K
9.4K $1.37M
GS
Goldman Sachs Group Inc

Financial Services
350
New
$462.22 - $707.75 $162K - $248K
350 $247K
WMT
Walmart Inc.

Consumer Defensive
1.1K
+ 8.23%
$81.79 - $99.98 $89.7K - $110K
14.4K $1.41M
TJX
Tjx Companies Inc

Consumer Cyclical
1.62K
New
$119.13 - $135.03 $193K - $219K
1.62K $200K
WM
Waste Management Inc

Industrials
729
+ 45.08%
$216.47 - $242.1 $158K - $176K
2.35K $536K
DE
Deere & CO

Industrials
20
+ 0.77%
$412.99 - $531.48 $8.26K - $10.6K
2.62K $1.33M
CMI
Cummins Inc

Industrials
205
+ 6.44%
$267.12 - $336.65 $54.8K - $69K
3.39K $1.11M
XLI
Industrial Sector Spdr

ETFs
57
+ 0.95%
$116.42 - $147.52 $6.64K - $8.41K
6.08K $897K
ACWI
Ishares Msci Acwi ETF

ETFs
180
+ 4.89%
$103.59 - $128.6 $18.6K - $23.1K
3.86K $496K
CSCO
Cisco Systems, Inc.

Technology
355
+ 9.54%
$53.19 - $69.38 $18.9K - $24.6K
4.08K $282K
PNC
Pnc Financial Services Group, Inc.

Financial Services
20
+ 0.52%
$149.76 - $186.42 $3K - $3.73K
3.9K $726K
VGSH
Vanguard

ETFs
611
+ 0.43%
$58.32 - $58.95 $35.6K - $36K
141K $8.3M
PAYX
Paychex Inc

Industrials
260
+ 17.25%
$137.01 - $159.78 $35.6K - $41.5K
1.77K $257K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
100
+ 1.68%
$34.28 - $41.6 $3.43K - $4.16K
6.04K $250K
NEE
Nextera Energy Inc

Utilities
439
+ 2.42%
$64.11 - $75.0 $28.1K - $32.9K
18.6K $1.29M
PSA
Public Storage

Real Estate
35
+ 1.29%
$266.31 - $309.77 $9.32K - $10.8K
2.76K $808K
AMGN
Amgen Inc

Healthcare
65
+ 6.78%
$262.28 - $309.85 $17K - $20.1K
1.02K $285K
XLE
Energy Sector Spdr

ETFs
41
+ 0.82%
$76.44 - $94.13 $3.13K - $3.86K
5.05K $428K
ZTS
Zoetis Inc.

Healthcare
30
+ 0.6%
$144.41 - $170.3 $4.33K - $5.11K
5.07K $790K
MRK
Merck & Co., Inc.

Healthcare
55
+ 0.43%
$73.47 - $87.12 $4.04K - $4.79K
12.9K $1.02M
Activity Summary
Buys All Purchases 26 New Holdings 3 Increased Positions 23 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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