Barrett & Company, Inc. Purchases and Sells in Q1 2025

Barrett & Company, Inc.

$232 Billion
Q1 2025

Top Buys

Incresed Positions

129 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEMG	8.63K + 311.81%	N/A	11.4K $803M
VIG	2.32K + 15.13%	N/A	17.6K $3.42B
META	764 + 12.7%	$576.36 - $736.67 $440K - $563K	6.78K $3.91B
JPM	740 + 7.32%	$225.19 - $279.95 $167K - $207K	10.9K $2.66B
IBDT	8.83K + 86.13%	$24.79 - $25.26 $219K - $223K	19.1K $482M
JNJ	9 + 0.09%	$142.06 - $167.7 $1.28K - $1.51K	9.61K $1.59B

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EBC	8.18K New	$15.29 - $19.15 $125K - $157K	8.18K $134M
CAPITAL GROUP EQUITY ETF TR	5.13K New	N/A	5.13K $122M
STONE RIDGE TR	1.3K New	N/A	1.3K $115M
EXG	4.35K New	$8.11 - $8.58 $35.3K - $37.3K	4.35K $35.4M
SPYG	395 New	$80.05 - $92.39 $31.6K - $36.5K	395 $31.7M
DEO	260 New	$104.79 - $126.12 $27.2K - $32.8K	260 $27.2M

Top Sells

Reduced Positions

80 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ILCV	-5.63K - 5.7%	$79.37 - $85.24 $447K - $480K	93.1K $7.58B
MSFT	-9 - 0.11%	$375.39 - $447.2 $3.38K - $4.02K	8.5K $3.19B
GOOGL	-143 - 1.55%	$154.33 - $206.19 $22.1K - $29.5K	9.08K $1.4B
NEWT	-12.3K - 8.19%	$11.86 - $13.34 $145K - $163K	137K $1.64B
SPY	-99 - 1.35%	$551.42 - $612.93 $54.6K - $60.7K	7.23K $4.04B
EMR	-600 - 9.49%	$108.64 - $131.17 $65.2K - $78.7K	5.72K $627M

Activity Summary All Purchases 145 New Holdings 16 Increased Positions 129 All Sells 80 Reductions 80 Sold out 0 Calls 0 Puts 0

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