Cape Ann Savings Bank Incresed Positions in Q1 2025

Cape Ann Savings Bank

  • $156 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
8.14K
+ 4.14%
$74.85 - $84.89 $609K - $691K
205K $16.7M
JNJ
Johnson & Johnson

Healthcare
40
+ 0.21%
$142.06 - $167.7 $5.68K - $6.71K
19.1K $3.16M
PG
Procter & Gamble CO

Consumer Defensive
1.15K
+ 6.29%
$158.56 - $176.26 $182K - $203K
19.4K $3.31M
TRV
Travelers Companies, Inc.

Financial Services
400
+ 33.33%
$232.43 - $265.13 $93K - $106K
1.6K $423K
XOM
Exxon Mobil Corp

Energy
515
+ 18.94%
$105.44 - $118.93 $54.3K - $61.2K
3.23K $384K
SYK
Stryker Corp

Healthcare
100
+ 4.26%
$355.18 - $399.9 $35.5K - $40K
2.45K $910K
ZTS
Zoetis Inc.

Healthcare
341
+ 7.26%
$156.48 - $175.67 $53.4K - $59.9K
5.04K $829K
AMGN
Amgen Inc

Healthcare
50
+ 5.51%
$258.59 - $327.36 $12.9K - $16.4K
958 $298K
WM
Waste Management Inc

Industrials
65
+ 4.19%
$200.54 - $233.78 $13K - $15.2K
1.62K $374K
HD
Home Depot, Inc.

Consumer Cyclical
220
+ 19.25%
$347.25 - $424.87 $76.4K - $93.5K
1.36K $499K
ABT
Abbott Laboratories

Healthcare
20
+ 0.87%
$111.1 - $140.22 $2.22K - $2.8K
2.31K $306K
PEP
Pepsico Inc

Consumer Defensive
460
+ 2.75%
$142.64 - $156.42 $65.6K - $72K
17.2K $2.58M
VZ
Verizon Communications Inc

Communication Services
40
+ 0.72%
$37.81 - $46.49 $1.51K - $1.86K
5.61K $254K
PAYX
Paychex Inc

Industrials
50
+ 3.43%
$136.06 - $154.52 $6.8K - $7.73K
1.51K $232K
CSCO
Cisco Systems, Inc.

Technology
200
+ 5.68%
$58.74 - $64.87 $11.7K - $13K
3.72K $229K
PSA
Public Storage

Real Estate
20
+ 0.74%
$288.99 - $313.98 $5.78K - $6.28K
2.72K $814K
WMT
Walmart Inc.

Consumer Defensive
385
+ 2.97%
$84.5 - $105.05 $32.5K - $40.4K
13.3K $1.17M
IVW
Ishares S&P 500 Growth ETF

ETFs
100
+ 4.21%
$92.45 - $106.69 $9.25K - $10.7K
2.48K $229K
DIS
Walt Disney CO

Communication Services
459
+ 7.89%
$96.87 - $114.0 $44.5K - $52.3K
6.28K $619K
CMI
Cummins Inc

Industrials
80
+ 2.58%
$312.92 - $386.07 $25K - $30.9K
3.19K $998K
AVGO
Broadcom Inc.

Technology
98
+ 5.79%
$167.43 - $244.7 $16.4K - $24K
1.79K $299K
MRK
Merck & Co., Inc.

Healthcare
90
+ 0.71%
$83.01 - $101.02 $7.47K - $9.09K
12.8K $1.15M
ORCL
Oracle Corp

Technology
60
+ 1.03%
$139.81 - $186.47 $8.39K - $11.2K
5.88K $822K
Activity Summary
Buys All Purchases 31 New Holdings 7 Increased Positions 24 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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