Essex Savings Bank Purchases and Sells in Q2 2025

Essex Savings Bank

$411 Million
Q2 2025

Top Buys

Incresed Positions

76 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	351 + 1.03%	$167.32 - $223.3 $58.7K - $78.4K	34.3K $7.52M
SPY	969 + 16.8%	$496.48 - $617.85 $481K - $599K	6.74K $4.16M
META	44 + 0.85%	$484.66 - $738.09 $21.3K - $32.5K	5.24K $3.87M
GOOG	648 + 2.07%	$146.58 - $180.01 $95K - $117K	32K $5.68M
VEA	4.67K + 8.97%	$45.65 - $57.01 $213K - $266K	56.7K $3.24M
ADBE	1.25K + 30.49%	$340.0 - $420.68 $425K - $526K	5.35K $2.07M

New Holdings

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLG	7.55K New	$40.94 - $52.1 $309K - $393K	7.55K $393K
IBTF	16.8K New	$23.29 - $23.38 $392K - $394K	16.8K $393K
BDX	1.72K New	$165.15 - $226.42 $284K - $389K	1.72K $296K
RCL	892 New	$177.93 - $313.14 $159K - $279K	892 $279K
PLTR	1.92K New	$74.01 - $144.25 $142K - $277K	1.92K $261K
APH	2.49K New	$59.09 - $98.75 $147K - $246K	2.49K $245K

Top Sells

Reduced Positions

141 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CVX	-455 - 0.34%	$133.73 - $168.51 $60.8K - $76.7K	133K $19M
AAPL	-2.26K - 1.99%	$172.42 - $223.89 $389K - $505K	111K $22.8M
XOM	-592 - 0.33%	$99.93 - $119.04 $59.2K - $70.5K	179K $19.3M
LLY	-502 - 4.16%	$713.71 - $898.95 $358K - $451K	11.6K $9.01M
JNJ	-82 - 0.12%	$146.36 - $159.82 $12K - $13.1K	69.3K $10.6M
VRSK	-3.3K - 21.11%	$277.03 - $321.33 $914K - $1.06M	12.3K $3.84M

Activity Summary All Purchases 101 New Holdings 25 Increased Positions 76 All Sells 141 Reductions 141 Sold out 0 Calls 0 Puts 0

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