Barrett & Company, Inc. Purchases and Sells in Q3 2025

Barrett & Company, Inc.

$292 Billion
Q3 2025

Top Buys

Incresed Positions

130 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	4.78K + 5.53%	$303.93 - $329.86 $1.45M - $1.58M	91.1K $29.9B
IVW	10.7K + 7.44%	$108.97 - $121.65 $1.17M - $1.3M	154K $18.6B
VEU	17.7K + 23.05%	$66.38 - $71.68 $1.18M - $1.27M	94.6K $6.75B
VIG	4.92K + 20.18%	N/A	29.3K $6.32B
USMV	10.1K + 6.35%	$92.18 - $95.14 $929K - $959K	169K $16.1B
VB	3.03K + 20.76%	$237.58 - $259.17 $720K - $786K	17.6K $4.48B

New Holdings

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
APP	227 New	$335.1 - $718.54 $76.1K - $163K	227 $163M
IBDW	6.74K New	$20.77 - $21.32 $140K - $144K	6.74K $140M
QTUM	751 New	N/A	751 $78.8M
ISHARES TR	1K New	N/A	1K $26.2M
ALC	350 New	$73.24 - $92.22 $25.6K - $32.3K	350 $26.1M
FDIG	450 New	$35.1 - $49.09 $15.8K - $22.1K	450 $22.1M

Top Sells

Reduced Positions

87 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CRWD	-1.2K - 66.85%	$412.46 - $514.1 $495K - $617K	595 $292M
META	-243 - 3.64%	$695.21 - $791.73 $169K - $192K	6.44K $4.73B
LLY	-221 - 29.74%	$625.65 - $812.69 $138K - $180K	522 $398M
MSFT	-699 - 7.73%	$491.09 - $535.64 $343K - $374K	8.35K $4.32B
PANW	-770 - 41.8%	$167.06 - $208.19 $129K - $160K	1.07K $218M
BSX	-800 - 18.86%	$97.03 - $108.14 $77.6K - $86.5K	3.44K $336M

Activity Summary All Purchases 155 New Holdings 25 Increased Positions 130 All Sells 87 Reductions 87 Sold out 0 Calls 0 Puts 0

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