Number of Shares
8,925
Previous 5,100 75.0%
Holding current value
$223 Million
Previous $116 Million 92.82%
% of portfolio
0.08%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025

BUY
N/A
3,825 Added 75.0%
8,925 $223 Million
Q1 2025

Apr 21, 2025

BUY
N/A
100 Added 2.0%
5,100 $92.7 Million
Q4 2024

Jan 28, 2025

BUY
N/A
5,000 New
5,000 $99.8 Million
Track This Portfolio

Track Barrett & Company, Inc. Portfolio

Follow Barrett & Company, Inc. 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 Barrett & Company, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Barrett & Company, Inc. with notifications on news.