Barrett & Company, Inc. Purchases and Sells in Q4 2024

Barrett & Company, Inc.

$237 Billion
Q4 2024

Top Buys

Incresed Positions

177 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	3.54K + 5.08%	$280.04 - $302.45 $992K - $1.07M	73.3K $21.2B
NVDA	1.12K + 1.23%	$117.0 - $148.88 $132K - $167K	92.4K $12.4B
IVW	4.14K + 3.39%	$94.43 - $105.47 $391K - $436K	126K $12.8B
AAPL	1.35K + 4.94%	$221.69 - $259.02 $299K - $350K	28.7K $7.18B
AMZN	371 + 1.7%	$180.88 - $232.93 $67.1K - $86.4K	22.3K $4.88B
IVV	666 + 5.85%	$570.51 - $610.59 $380K - $407K	12K $7.09B

New Holdings

49 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOG	9.93K New	$163.08 - $198.16 $1.62M - $1.97M	9.93K $1.89B
BSX	4.24K New	$83.62 - $91.5 $355K - $388K	4.24K $379M
ISHARES BITCOIN TRUST ETF	2.76K New	N/A	2.76K $146M
EXCHANGE LISTED FDS TR STRATIFIED LARGE	1.58K New	N/A	1.58K $123M
SUPER MICRO COMPUTER INC COM NEW	3.49K New	N/A	3.49K $106M
TIDAL ETF TRUST FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF	5K New	N/A	5K $99.8M

Top Sells

Reduced Positions

49 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOGL	-9.6K - 51.01%	$161.86 - $196.66 $1.55M - $1.89M	9.22K $1.75B
VEA	-1.11K - 1.76%	$47.57 - $52.44 $52.8K - $58.2K	62.1K $2.97B
VTV	-704 - 2.62%	$168.32 - $181.87 $118K - $128K	26.2K $4.44B
DHR	-750 - 73.89%	$226.16 - $274.52 $170K - $206K	265 $60.8M
AMD	-1.1K - 54.21%	$118.88 - $172.8 $130K - $189K	925 $112M
JNJ	-22 - 0.23%	$143.34 - $165.86 $3.15K - $3.65K	9.6K $1.39B

Activity Summary All Purchases 226 New Holdings 49 Increased Positions 177 All Sells 49 Reductions 49 Sold out 0 Calls 0 Puts 0

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