Carson Wealth (CWM LLC)
PRFT

Carson Wealth (CWM LLC)’s Perficient Inc PRFT Stock Holding History

Carson Wealth (CWM LLC)’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
-628
Closed -$47K – 5276
2024
Q3 		$47K Buy
628
+51
+9% +$3.83K ﹤0.01% 2747
2024
Q2 		$43K Buy
577
+233
+68% +$14.9K ﹤0.01% 2591
2024
Q1 		$19K Buy
344
+183
+114% +$12K ﹤0.01% 2956
2023
Q4 		$11K Sell
161
-228
-59% -$14K ﹤0.01% 3158
2023
Q3 		$23K Buy
389
+70
+22% +$4.79K ﹤0.01% 2617
2023
Q2 		$27K Buy
319
+34
+12% +$2.5K ﹤0.01% 2444
2023
Q1 		$21K Sell
285
-54
-16% -$3.94K ﹤0.01% 2491
2022
Q4 		$24K Buy
339
+51
+18% +$3.52K ﹤0.01% 2253
2022
Q3 		$19K Buy
288
+169
+142% +$14.1K ﹤0.01% 2274
2022
Q2 		$11K Sell
119
-146
-55% -$14.5K ﹤0.01% 2546
2022
Q1 		$29K Buy
265
+237
+846% +$24.8K ﹤0.01% 1864
2021
Q4 		$4K Buy
+28
New +$3.68K ﹤0.01% 2910

Other funds holding PRFT

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

Carson Wealth (CWM LLC)'s PRFT Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of Perficient Inc (PRFT) in Q4 2024, closing a stake of 628 shares — an estimated $47K sold.

Carson Wealth (CWM LLC) first reported a position in PRFT in Q4 2021 and held it in 12 quarters. The position peaked at $47K in Q3 2024. 1 fund tracked by Wall St. Rank holds PRFT as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining Perficient Inc position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 628 Perficient Inc shares in Q4 2024, an estimated $47K.
  • Carson Wealth (CWM LLC) first reported a position in Perficient Inc in Q4 2021 and held it in 12 quarters.
  • Carson Wealth (CWM LLC)'s Perficient Inc position peaked at $47K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held Perficient Inc as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.