Essex Savings Bank Purchases and Sells in Q3 2024

Essex Savings Bank

$398 Million
Q3 2024

Top Buys

Incresed Positions

91 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	6.39K + 169.44%	$520.18 - $576.82 $3.33M - $3.69M	10.2K $5.86M
AAPL	3.03K + 2.79%	$207.23 - $234.82 $628K - $712K	112K $26M
JNJ	916 + 1.3%	$145.48 - $167.38 $133K - $153K	71.4K $11.6M
PG	3.99K + 13.3%	$160.76 - $177.82 $641K - $710K	34K $5.88M
JPM	2.87K + 11.02%	$194.9 - $224.8 $559K - $645K	28.9K $6.09M
BRK-B	558 + 5.68%	$405.19 - $478.57 $226K - $267K	10.4K $4.78M

New Holdings

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVOO	6.15K New	$97.05 - $106.1 $596K - $652K	6.15K $649K
VOE	2.69K New	$149.02 - $167.67 $401K - $452K	2.69K $451K
VIOO	3.9K New	$97.19 - $109.09 $379K - $425K	3.9K $421K
YOU	10.5K New	$18.66 - $33.15 $196K - $348K	10.5K $348K
IQDF	12.4K New	$23.76 - $26.57 $295K - $330K	12.4K $326K
HDV	2.43K New	$107.62 - $118.76 $261K - $288K	2.43K $285K

Top Sells

Reduced Positions

110 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	-6.84K - 42.94%	$475.2 - $527.7 $3.25M - $3.61M	9.08K $4.79M
NVDA	-9.49K - 16.62%	$98.91 - $134.91 $939K - $1.28M	47.6K $5.78M
CVX	-14 - 0.01%	$137.88 - $161.97 $1.93K - $2.27K	135K $19.8M
LLY	-827 - 6.8%	$772.14 - $960.02 $639K - $794K	11.3K $10M
GOOG	-174 - 0.52%	$149.54 - $192.66 $26K - $33.5K	33K $5.52M
VTV	-3.62K - 41.53%	$159.75 - $174.57 $577K - $631K	5.09K $888K

Activity Summary All Purchases 117 New Holdings 26 Increased Positions 91 All Sells 110 Reductions 110 Sold out 0 Calls 0 Puts 0

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