Essex Savings Bank Purchases and Sells in Q1 2025

Essex Savings Bank

$400 Million
Q1 2025

Top Buys

Incresed Positions

104 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XOM	292 + 0.16%	$105.44 - $118.93 $30.8K - $34.7K	179K $21.3M
JNJ	25 + 0.04%	$142.06 - $167.7 $3.55K - $4.19K	69.4K $11.5M
LLY	1.01K + 9.11%	$725.72 - $929.72 $731K - $936K	12.1K $9.96M
BRK-B	197 + 1.84%	$442.66 - $534.52 $87.2K - $105K	10.9K $5.82M
RTX	277 + 1.06%	$114.1 - $135.66 $31.6K - $37.6K	26.4K $3.5M
CVS	114 + 0.66%	$44.22 - $68.64 $5.04K - $7.82K	17.3K $1.17M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SGOV	2.93K New	$100.34 - $100.68 $294K - $295K	2.93K $295K
MCK	365 New	$566.21 - $672.99 $207K - $246K	365 $245K
MBB	2.49K New	$90.37 - $94.08 $225K - $234K	2.49K $233K
VMBS	4.98K New	$44.68 - $46.49 $223K - $232K	4.98K $230K
BABA	1.73K New	$80.53 - $147.57 $139K - $255K	1.73K $228K
SPTL	8.29K New	$25.54 - $27.64 $212K - $229K	8.29K $226K

Top Sells

Reduced Positions

128 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOG	-1.52K - 4.62%	$156.06 - $207.71 $237K - $315K	31.4K $4.9M
TGT	-838 - 2.57%	$103.65 - $142.5 $86.9K - $119K	31.8K $3.31M
GOOGL	-349 - 1.34%	$154.33 - $206.19 $53.9K - $72K	25.6K $3.96M
IVV	-572 - 5.76%	$554.06 - $615.85 $317K - $352K	9.36K $5.26M
IEMG	-7.05K - 43.62%	N/A	9.11K $488K
MRK	-549 - 1.65%	$83.01 - $101.02 $45.6K - $55.5K	32.8K $2.95M

Activity Summary All Purchases 117 New Holdings 13 Increased Positions 104 All Sells 128 Reductions 128 Sold out 0 Calls 0 Puts 0

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