Essex Savings Bank Sells in Q2 2025

Essex Savings Bank

  • $411 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CVX
Chevron Corp

Energy
-455
- 0.34%
$133.73 - $168.51 $60.8K - $76.7K
133K $19M
AAPL
Apple Inc.

Technology
-2.26K
- 1.99%
$172.42 - $223.89 $389K - $505K
111K $22.8M
XOM
Exxon Mobil Corp

Energy
-592
- 0.33%
$99.93 - $119.04 $59.2K - $70.5K
179K $19.3M
LLY
Eli Lilly & CO

Healthcare
-502
- 4.16%
$713.71 - $898.95 $358K - $451K
11.6K $9.01M
JNJ
Johnson & Johnson

Healthcare
-82
- 0.12%
$146.36 - $159.82 $12K - $13.1K
69.3K $10.6M
VRSK
Verisk Analytics, Inc.

Industrials
-3.3K
- 21.11%
$277.03 - $321.33 $914K - $1.06M
12.3K $3.84M
IVV
Ishares Core S&P 500 ETF

ETFs
-2.11K
- 22.57%
$498.8 - $620.9 $1.05M - $1.31M
7.25K $4.5M
UNH
Unitedhealth Group Inc

Healthcare
-366
- 14.99%
$274.35 - $599.47 $100K - $219K
2.08K $647K
PEP
Pepsico Inc

Consumer Defensive
-1.58K
- 8.76%
$128.02 - $151.37 $203K - $240K
16.5K $2.18M
PG
Procter & Gamble CO

Consumer Defensive
-931
- 2.69%
$157.66 - $172.39 $147K - $160K
33.7K $5.37M
HD
Home Depot, Inc.

Consumer Cyclical
-1.27K
- 7.52%
$335.24 - $380.78 $425K - $482K
15.6K $5.71M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-4.28K
- 27.48%
$90.56 - $109.49 $388K - $469K
11.3K $1.23M
AMGN
Amgen Inc

Healthcare
-754
- 17.99%
$262.28 - $309.85 $198K - $234K
3.44K $959K
MCD
Mcdonalds Corp

Consumer Cyclical
-629
- 8.76%
$285.55 - $321.23 $180K - $202K
6.55K $1.91M
BMY
Bristol Myers Squibb CO

Healthcare
-830
- 4.74%
$44.12 - $59.6 $36.6K - $49.5K
16.7K $771K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-2.78K
- 49.93%
$86.58 - $104.91 $241K - $292K
2.79K $292K
TGT
Target Corp

Consumer Defensive
-454
- 1.43%
$88.76 - $105.77 $40.3K - $48K
31.3K $3.09M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-88
- 4.99%
$390.26 - $489.06 $34.3K - $43K
1.68K $679K
O
Realty Income Corp

Real Estate
-3.07K
- 35.77%
$52.27 - $58.52 $161K - $180K
5.52K $317K
USB
Us Bancorp \De\

Financial Services
-4.78K
- 37.18%
$36.4 - $45.76 $174K - $219K
8.07K $365K
NEE
Nextera Energy Inc

Utilities
-2.1K
- 13.73%
$64.11 - $75.0 $135K - $158K
13.2K $917K
IVE
Ishares S&P 500 Value ETF

ETFs
-861
- 21.25%
$168.34 - $195.42 $145K - $168K
3.19K $623K
SBUX
Starbucks Corp

Consumer Cyclical
-1.12K
- 17.89%
$79.69 - $99.41 $89.3K - $111K
5.14K $470K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-865
- 27.53%
$149.76 - $186.42 $130K - $161K
2.28K $424K
PFE
Pfizer Inc

Healthcare
-3.39K
- 9.28%
$21.59 - $24.84 $73.1K - $84.2K
33.1K $803K
V
Visa Inc.

Financial Services
-481
- 3.2%
$308.27 - $373.31 $148K - $180K
14.6K $5.17M
AFL
Aflac Inc

Financial Services
-388
- 4.2%
$99.77 - $112.45 $38.7K - $43.6K
8.85K $933K
ACN
Accenture PLC

Technology
-44
- 0.92%
$279.23 - $323.21 $12.3K - $14.2K
4.72K $1.41M
BP
Bp PLC

Energy
-1.17K
- 12.69%
$26.11 - $33.81 $30.4K - $39.4K
8.03K $240K
CLX
Clorox CO

Consumer Defensive
-100
- 4.76%
$118.01 - $148.69 $11.8K - $14.9K
2K $240K
DHR
Danaher Corp

Healthcare
-171
- 3.65%
$174.64 - $205.16 $29.9K - $35.1K
4.51K $891K
C
Citigroup Inc

Financial Services
-1.89K
- 28.88%
$58.13 - $85.12 $110K - $160K
4.64K $395K
NVO
Novo Nordisk A S

Healthcare
-857
- 7.39%
$58.08 - $81.05 $49.8K - $69.5K
10.7K $740K
FDX
Fedex Corp

Industrials
-176
- 13.77%
$198.07 - $245.17 $34.9K - $43.1K
1.1K $250K
DD
Du Pont De Nemours, Inc.

Basic Materials
-96
- 1.14%
$55.13 - $75.25 $5.29K - $7.22K
8.36K $573K
UNP
Union Pacific Corp

Industrials
-30
- 0.41%
$208.27 - $238.46 $6.25K - $7.15K
7.33K $1.69M
AZN
Astrazeneca PLC

Healthcare
-438
- 7.59%
$64.87 - $75.0 $28.4K - $32.9K
5.33K $372K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-964
- 7.01%
$50.52 - $50.92 $48.7K - $49.1K
12.8K $650K
VZ
Verizon Communications Inc

Communication Services
-300
- 1.92%
$41.67 - $45.62 $12.5K - $13.7K
15.3K $663K
OTIS
Otis Worldwide Corp

Industrials
-308
- 8.95%
$90.88 - $104.3 $28K - $32.1K
3.14K $310K
PSX
Phillips 66

Energy
-159
- 2.87%
$92.87 - $125.73 $14.8K - $20K
5.39K $643K
NKE
Nike, Inc.

Consumer Cyclical
-1.93K
- 14.74%
$53.27 - $72.04 $103K - $139K
11.2K $794K
AJG
Arthur J. Gallagher & Co.

Financial Services
-47
- 5.67%
$310.86 - $348.77 $14.6K - $16.4K
782 $250K
APD
Air Products & Chemicals, Inc.

Basic Materials
-36
- 1.98%
$248.61 - $294.96 $8.95K - $10.6K
1.78K $502K
SHEL
Shell PLC

Energy
-157
- 2.38%
$59.75 - $73.05 $9.38K - $11.5K
6.44K $453K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-357
- 8.68%
$152.93 - $181.74 $54.6K - $64.9K
3.76K $682K
CVS
Cvs Health Corp

Healthcare
-726
- 4.21%
$60.04 - $70.18 $43.6K - $51K
16.5K $1.14M
CMCSA
Comcast Corp

Communication Services
-323
- 2.2%
$32.84 - $36.72 $10.6K - $11.9K
14.4K $513K
UL
Unilever PLC

Consumer Defensive
-565
- 11.97%
$57.9 - $65.43 $32.7K - $37K
4.15K $254K
Activity Summary
Buys All Purchases 101 New Holdings 25 Increased Positions 76 Sells All Sells 141 Reductions 141 Sold out 0 Options Calls 0 Puts 0
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