Cape Ann Savings Bank Purchases in Q4 2024

Cape Ann Savings Bank

  • $166 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
715
+ 3.48%
$570.51 - $610.59 $408K - $437K
21.3K $12.5M
WMT
Walmart Inc.

Consumer Defensive
3.04K
+ 30.72%
$79.1 - $95.7 $241K - $291K
12.9K $1.17M
TSLA
Tesla, Inc.

Consumer Cyclical
49
+ 2.89%
$213.65 - $479.86 $10.5K - $23.5K
1.75K $705K
CSCO
Cisco Systems, Inc.

Technology
3.52K
New
$52.45 - $60.02 $185K - $211K
3.52K $208K
PAYX
Paychex Inc

Industrials
1.46K
New
$135.86 - $148.73 $198K - $217K
1.46K $204K
PANW
Palo Alto Networks Inc

Technology
2.42K
+ 109.73%
$181.96 - $405.9 $441K - $984K
4.63K $843K
SYK
Stryker Corp

Healthcare
220
+ 10.35%
$345.14 - $392.15 $75.9K - $86.3K
2.35K $844K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.04K
+ 0.38%
$61.68 - $67.87 $63.8K - $70.2K
273K $17M
ACN
Accenture PLC

Technology
64
+ 1.58%
$343.9 - $376.86 $22K - $24.1K
4.1K $1.44M
HD
Home Depot, Inc.

Consumer Cyclical
65
+ 6.03%
$385.02 - $431.37 $25K - $28K
1.14K $444K
Blackrock Inc
2.48K
New
N/A
2.48K $0
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10
+ 0.74%
$442.29 - $483.08 $4.42K - $4.83K
1.36K $617K
ORCL
Oracle Corp

Technology
65
+ 1.13%
$165.41 - $192.43 $10.8K - $12.5K
5.82K $969K
UBER
Uber Technologies, Inc

Technology
45
+ 1.3%
$59.93 - $86.34 $2.7K - $3.89K
3.5K $210K
EFA
Ishares Tr Msci Eafe ETF

ETFs
18.2K
+ 10.19%
$75.1 - $82.99 $1.37M - $1.51M
197K $14.9M
VGSH
Vanguard

ETFs
335
+ 0.22%
$58.02 - $58.88 $19.4K - $19.7K
151K $8.81M
NEE
Nextera Energy Inc

Utilities
478
+ 2.85%
$69.77 - $85.43 $33.4K - $40.8K
17.3K $1.24M
Activity Summary
Buys All Purchases 18 New Holdings 3 Increased Positions 15 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cape Ann Savings Bank Portfolio

Follow Cape Ann Savings Bank and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cape Ann Savings Bank, based on Form 13F filings with the SEC.

News

Stay updated on Cape Ann Savings Bank with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email