BWM
PRFT
BerganKDV Wealth Management’s Perficient Inc PRFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $665K | Buy |
7,983
+262
| +3% | +$21.8K | 0.07% | 155 |
|
|
2023
Q1 | $557K | Buy |
7,721
+669
| +9% | +$48.3K | 0.06% | 166 |
|
|
2022
Q4 | $492K | Buy |
7,052
+511
| +8% | +$35.7K | 0.05% | 167 |
|
|
2022
Q3 | $425K | Buy |
6,541
+147
| +2% | +$9.55K | 0.05% | 174 |
|
|
2022
Q2 | $586K | Buy |
6,394
+458
| +8% | +$42K | 0.07% | 166 |
|
|
2022
Q1 | $653K | Buy |
5,936
+281
| +5% | +$30.9K | 0.07% | 164 |
|
|
2021
Q4 | $731K | Sell |
5,655
-649
| -10% | -$83.9K | 0.08% | 153 |
|
|
2021
Q3 | $729K | Sell |
6,304
-2,501
| -28% | -$289K | 0.08% | 149 |
|
|
2021
Q2 | $708K | Buy |
8,805
+193
| +2% | +$15.5K | 0.08% | 149 |
|
|
2021
Q1 | $506K | Buy |
8,612
+114
| +1% | +$6.7K | 0.07% | 167 |
|
|
2020
Q4 | $405K | Buy |
8,498
+105
| +1% | +$5K | 0.06% | 178 |
|
|
2020
Q3 | $359K | Buy |
8,393
+85
| +1% | +$3.64K | 0.06% | 181 |
|
|
2020
Q2 | $297K | Buy |
8,308
+298
| +4% | +$10.7K | 0.05% | 192 |
|
|
2020
Q1 | $217K | Buy |
+8,010
| New | +$217K | 0.04% | 201 |
|