Cape Ann Savings Bank Purchases and Sells in Q4 2025

Cape Ann Savings Bank

$192 Million
Q4 2025

Top Buys

Incresed Positions

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLK	10.6K + 100.38%	$278.39 - $304.13 $2.95M - $3.23M	21.2K $6.1M
RSP	9.71K + 351.18%	$185.12 - $192.11 $1.8M - $1.87M	12.5K $2.34M
IBM	1.9K + 75.23%	$275.97 - $314.98 $523K - $597K	4.41K $1.31M
EFA	1.69K + 0.76%	$92.24 - $96.56 $156K - $163K	223K $21.3M
XLE	4.75K + 95.77%	$85.22 - $92.02 $405K - $437K	9.72K $894K
IEMG	6.9K + 138.17%	N/A	11.9K $637K

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PFM	15.2K New	$49.99 - $51.56 $760K - $784K	15.2K $773K
ESGD	6.16K New	$91.84 - $96.06 $565K - $591K	6.16K $583K
AMD	1.28K New	$164.01 - $264.33 $210K - $338K	1.28K $307K
IEFA	3.18K New	$86.09 - $89.88 $274K - $286K	3.18K $281K
NFLX	2.43K New	$110.29 - $1241.35 $268K - $3.02M	2.43K $268K
ESGE	5.37K New	$42.19 - $45.31 $226K - $243K	5.37K $239K

Top Sells

Reduced Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-3.69K - 19.95%	$656.2 - $690.71 $2.42M - $2.55M	14.8K $10M
UNH	-1.38K - 67.27%	$320.52 - $369.92 $441K - $509K	670 $214K
ZTS	-966 - 21.28%	$118.8 - $147.53 $115K - $143K	3.57K $424K
MSFT	-96 - 0.65%	$496.82 - $542.07 $47.7K - $52K	14.7K $7.48M
PG	-325 - 1.71%	$145.5 - $153.18 $47.3K - $49.8K	18.7K $2.72M
VGSH	-2.17K - 1.52%	$58.64 - $58.96 $127K - $128K	141K $8.27M

Activity Summary All Purchases 57 New Holdings 7 Increased Positions 50 All Sells 33 Reductions 33 Sold out 0 Calls 0 Puts 0

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