Congress Wealth Management’s Perficient Inc PRFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-157,396
| Closed | -$8.86M | – | 747 |
|
|
2024
Q1 | $8.86M | Buy |
157,396
+42,194
| +37% | +$2.38M | 0.15% | 180 |
|
|
2023
Q4 | $7.58M | Sell |
115,202
-25,092
| -18% | -$1.65M | 0.14% | 185 |
|
|
2023
Q3 | $8.12M | Buy |
140,294
+73,239
| +109% | +$4.24M | 0.17% | 166 |
|
|
2023
Q2 | $5.59M | Buy |
67,055
+21,320
| +47% | +$1.78M | 0.13% | 176 |
|
|
2023
Q1 | $3.3M | Buy |
45,735
+10,219
| +29% | +$738K | 0.08% | 227 |
|
|
2022
Q4 | $2.48M | Sell |
35,516
-19,037
| -35% | -$1.33M | 0.06% | 242 |
|
|
2022
Q3 | $3.55M | Buy |
54,553
+3,744
| +7% | +$243K | 0.1% | 209 |
|
|
2022
Q2 | $4.66M | Buy |
50,809
+329
| +0.7% | +$30.2K | 0.12% | 191 |
|
|
2022
Q1 | $5.56M | Buy |
50,480
+11,615
| +30% | +$1.28M | 0.12% | 193 |
|
|
2021
Q4 | $5.03M | Buy |
+38,865
| New | +$5.03M | 0.1% | 221 |
|