Abound Wealth Management’s Perficient Inc PRFT Stock Holding History

Abound Wealth Management’s Portfolio PRFT Stock Details PRFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2	Closed	-$151	–	1360
2024 Q3	$151	Sell	2 -2	-50%	-$150	﹤0.01%	1261
2024 Q2	$300	Hold	4	–	–	﹤0.01%	985
2024 Q1	$226	Hold	4	–	–	﹤0.01%	1218
2023 Q4	$264	Buy	+4	New	+$246	﹤0.01%	1214

Other funds holding PRFT

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Abound Wealth Management's PRFT Position: Q4 2024 in Review

Abound Wealth Management sold out of Perficient Inc (PRFT) in Q4 2024, closing a stake of 2 shares — an estimated $151 sold.

Abound Wealth Management first reported a position in PRFT in Q4 2023 and held it in 4 quarters. The position peaked at $300 in Q2 2024. 1 fund tracked by Wall St. Rank holds PRFT as of Q4 2024.

Abound Wealth Management reported no remaining Perficient Inc position as of Q4 2024 after selling out during the quarter.
Abound Wealth Management sold 2 Perficient Inc shares in Q4 2024, an estimated $151.
Abound Wealth Management first reported a position in Perficient Inc in Q4 2023 and held it in 4 quarters.
Abound Wealth Management's Perficient Inc position peaked at $300 in Q2 2024.
1 fund tracked by Wall St. Rank held Perficient Inc as of Q4 2024.

Based on Abound Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.