CAPTRUST Financial Advisors’s Perficient Inc PRFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,144
| Closed | -$733K | – | 2714 |
|
|
2023
Q4 | $733K | Sell |
11,144
-2,715
| -20% | -$179K | ﹤0.01% | 1472 |
|
|
2023
Q3 | $802K | Buy |
13,859
+713
| +5% | +$41.3K | ﹤0.01% | 1332 |
|
|
2023
Q2 | $1.1M | Buy |
+13,146
| New | +$1.1M | ﹤0.01% | 1148 |
|
|
2022
Q3 | – | Sell |
-2,083
| Closed | -$191K | – | 4260 |
|
|
2022
Q2 | $191K | Sell |
2,083
-6
| -0.3% | -$550 | ﹤0.01% | 1726 |
|
|
2022
Q1 | $230K | Buy |
2,089
+964
| +86% | +$106K | ﹤0.01% | 1626 |
|
|
2021
Q4 | $145K | Sell |
1,125
-575
| -34% | -$74.1K | ﹤0.01% | 1879 |
|
|
2021
Q3 | $197K | Buy |
1,700
+48
| +3% | +$5.56K | ﹤0.01% | 1566 |
|
|
2021
Q2 | $133K | Sell |
1,652
-38
| -2% | -$3.06K | ﹤0.01% | 1807 |
|
|
2021
Q1 | $99K | Buy |
1,690
+1,590
| +1,590% | +$93.1K | ﹤0.01% | 1961 |
|
|
2020
Q4 | $5K | Sell |
100
-750
| -88% | -$37.5K | ﹤0.01% | 2878 |
|
|
2020
Q3 | $37K | Buy |
850
+400
| +89% | +$17.4K | ﹤0.01% | 1742 |
|
|
2020
Q2 | $16K | Buy |
+450
| New | +$16K | ﹤0.01% | 2037 |
|
|
2018
Q3 | – | Sell |
-18
| Closed | – | – | 1731 |
|
|
2018
Q2 | $0 | Buy |
+18
| New | – | ﹤0.01% | 1626 |
|