Barrett & Company, Inc. Purchases in Q4 2024

Barrett & Company, Inc.

  • $237 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
1
+ 0.04%
$61.74 - $71.71 $61.7 - $71.7
2.78K $173M
AMGN
Amgen Inc

Healthcare
104
+ 11.63%
$258.78 - $328.31 $26.9K - $34.1K
998 $260M
PBA
Pembina Pipeline Corp

Energy
53
+ 0.75%
$35.89 - $43.35 $1.9K - $2.3K
7.11K $263M
NSSC
Napco Security Technologies, Inc

Industrials
9
+ 0.15%
$34.51 - $42.2 $311 - $380
6K $213M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.77K
+ 2.59%
$88.59 - $94.57 $334K - $357K
150K $13.3B
PFE
Pfizer Inc

Healthcare
13
+ 0.09%
$24.8 - $30.19 $322 - $392
14.4K $383M
IWD
Ishares Russell 1000 Val ETF

ETFs
11
+ 0.14%
$183.23 - $199.79 $2.02K - $2.2K
8.03K $1.49B
GE
General Electric CO

Industrials
52
+ 2.55%
$159.95 - $194.23 $8.32K - $10.1K
2.09K $349M
VZ
Verizon Communications Inc

Communication Services
45
+ 0.58%
$39.6 - $45.21 $1.78K - $2.03K
7.8K $312M
VNQ
Vanguard Specialized Funds Van

ETFs
16
+ 0.28%
$87.85 - $98.6 $1.41K - $1.58K
5.68K $506M
AWK
American Water Works Company, Inc.

Utilities
5
+ 0.23%
$123.83 - $146.07 $619 - $730
2.19K $273M
PG
Procter & Gamble CO

Consumer Defensive
20
+ 0.22%
$161.05 - $179.7 $3.22K - $3.59K
9.2K $1.54B
DVYE
Ishares Emerging Markets Divid

ETFs
374
+ 1.86%
$25.42 - $29.74 $9.51K - $11.1K
20.5K $529M
LMT
Lockheed Martin Corp

Industrials
4
+ 0.74%
$479.66 - $614.62 $1.92K - $2.46K
545 $265M
ABBV
Abb Vie Inc.

Healthcare
12
+ 0.41%
$164.99 - $203.87 $1.98K - $2.45K
2.96K $526M
NKE
Nike, Inc.

Consumer Cyclical
4
+ 0.09%
$73.36 - $89.13 $293 - $357
4.59K $347M
MSFT
Microsoft Corp

Technology
31
+ 0.37%
$406.35 - $454.46 $12.6K - $14.1K
8.51K $3.58B
XYL
Xylem Inc.

Industrials
119
+ 2.97%
$116.02 - $137.45 $13.8K - $16.4K
4.12K $478M
MRK
Merck & Co., Inc.

Healthcare
250
+ 3.97%
$96.31 - $114.76 $24.1K - $28.7K
6.55K $651M
DFAI
Dimensional ETF Tr

ETFs
8
+ 0.03%
$29.0 - $31.6 $232 - $253
24.8K $725M
XT
Ishares Tr Exponential Technol

ETFs
688
+ 0.78%
$58.7 - $62.72 $40.4K - $43.2K
88.9K $5.3B
LLY
Eli Lilly & CO

Healthcare
3
+ 0.41%
$727.2 - $932.06 $2.18K - $2.8K
739 $571M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
124
+ 0.24%
$89.9 - $100.66 $11.1K - $12.5K
51.4K $4.64B
XOM
Exxon Mobil Corp

Energy
31
+ 0.21%
$105.51 - $125.37 $3.27K - $3.89K
14.6K $1.57B
VEU
Vanguard Ftse All World Ex Us

ETFs
1.2K
+ 1.61%
$57.29 - $63.1 $68.8K - $75.8K
75.6K $4.34B
Activity Summary
Buys All Purchases 226 New Holdings 49 Increased Positions 177 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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