Barrett & Company, Inc. Purchases and Sells in Q3 2024

Barrett & Company, Inc.

$231 Billion
Q3 2024

Top Buys

Incresed Positions

127 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	7.34K + 11.76%	$255.18 - $283.2 $1.87M - $2.08M	69.7K $19.7B
USMV	8.96K + 6.54%	$83.76 - $91.82 $751K - $823K	146K $13.3B
VIG	5.96K + 72.37%	$182.15 - $182.15 $1.09M - $1.09M	14.2K $2.81B
ILCV	9.41K + 10.83%	$75.47 - $82.2 $710K - $774K	96.4K $7.92B
IVW	7.6K + 6.64%	$84.77 - $97.13 $644K - $738K	122K $11.7B
VB	1.72K + 17.02%	$214.77 - $237.72 $370K - $410K	11.8K $2.81B

New Holdings

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GLW	2.41K New	$37.76 - $46.2 $91.1K - $111K	2.41K $109M
GLDM	1.02K New	$46.2 - $53.01 $47.1K - $54.1K	1.02K $53.2M
EXG	4.35K New	$7.86 - $8.77 $34.2K - $38.1K	4.35K $37.9M
SCHD	404 New	$77.02 - $85.06 $31.1K - $34.4K	404 $34.1M
QUAL	150 New	$162.64 - $179.3 $24.4K - $26.9K	150 $26.9M
UHT	500 New	$38.06 - $46.56 $19K - $23.3K	500 $22.9M

Top Sells

Reduced Positions

103 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	-18.9K - 17.18%	$98.91 - $134.91 $1.87M - $2.55M	91.3K $11.1B
GOOGL	-7.11K - 27.41%	$148.65 - $191.18 $1.06M - $1.36M	18.8K $3.13B
AMZN	-6.15K - 21.93%	$161.02 - $200.0 $990K - $1.23M	21.9K $4.08B
MSFT	-1.13K - 11.73%	$395.15 - $467.56 $445K - $526K	8.47K $3.65B
LLY	-316 - 30.04%	$772.14 - $960.02 $244K - $303K	736 $652M
BAC	-7.31K - 25.71%	$36.65 - $44.13 $268K - $323K	21.1K $838M

Activity Summary All Purchases 149 New Holdings 22 Increased Positions 127 All Sells 103 Reductions 103 Sold out 0 Calls 0 Puts 0

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