Cape Ann Savings Bank Purchases and Sells in Q3 2025

Cape Ann Savings Bank

$185 Million
Q3 2025

Top Buys

Incresed Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	1.77K + 5.42%	$202.38 - $256.87 $357K - $454K	34.4K $8.75M
EFA	8.97K + 4.22%	$87.29 - $93.61 $783K - $839K	222K $20.7M
AVGO	2.66K + 148.66%	$264.74 - $369.57 $703K - $981K	4.44K $1.47M
GOOG	2.39K + 70.06%	$175.16 - $255.24 $418K - $609K	5.79K $1.41M
NVDA	553 + 2.88%	$153.3 - $186.58 $84.8K - $103K	19.8K $3.69M
JNJ	13 + 0.07%	$155.17 - $185.42 $2.02K - $2.41K	18.8K $3.48M

New Holdings

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBM	2.52K New	$234.77 - $292.47 $591K - $737K	2.52K $710K
TMUS	2.54K New	$226.02 - $259.01 $573K - $657K	2.54K $607K
VEU	7.98K New	$66.38 - $71.68 $529K - $572K	7.98K $569K
CRM	1.93K New	$231.66 - $273.65 $448K - $529K	1.93K $458K
LLY	577 New	$625.65 - $812.69 $361K - $469K	577 $440K
COST	465 New	$915.95 - $994.57 $426K - $462K	465 $430K

Top Sells

Reduced Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ADBE	-2.02K - 69.53%	$333.65 - $392.1 $672K - $790K	883 $311K
ACN	-2.06K - 50.63%	$232.56 - $304.78 $478K - $626K	2K $494K
UNH	-1.59K - 43.75%	$237.77 - $353.61 $379K - $563K	2.05K $706K
AMAT	-2.92K - 16.64%	$156.25 - $204.95 $456K - $598K	14.6K $2.99M
ZTS	-531 - 10.47%	$141.13 - $159.19 $74.9K - $84.5K	4.54K $664K
PG	-63 - 0.33%	$150.47 - $161.22 $9.48K - $10.2K	19K $2.92M

Activity Summary All Purchases 53 New Holdings 21 Increased Positions 32 All Sells 40 Reductions 40 Sold out 0 Calls 0 Puts 0

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