EverSource Wealth Advisors’s Perficient Inc PRFT Stock Holding History

EverSource Wealth Advisors’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	-93	Closed	-$7.02K	–	3841
2024 Q3	$7.02K	Hold	93	–	–	﹤0.01%	2064
2024 Q2	$7.01K	Buy	93 +68	+272%	+$4.34K	﹤0.01%	2058
2024 Q1	$1.18K	Hold	25	–	–	﹤0.01%	2532
2023 Q4	$1.65K	Hold	25	–	–	﹤0.01%	2231
2023 Q3	$1.45K	Hold	25	–	–	﹤0.01%	2100
2023 Q2	$2.08K	Hold	25	–	–	﹤0.01%	2014
2023 Q1	$1.8K	Hold	25	–	–	﹤0.01%	1962
2022 Q4	$1.75K	Hold	25	–	–	﹤0.01%	1952
2022 Q3	$2K	Sell	25 -195	-89%	-$16.3K	﹤0.01%	1753
2022 Q2	$20K	Buy	+220	New	+$21.9K	0.01%	833

Other funds holding PRFT

HNB

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

EverSource Wealth Advisors's PRFT Position: Q4 2024 in Review

EverSource Wealth Advisors sold out of Perficient Inc (PRFT) in Q4 2024, closing a stake of 93 shares — an estimated $7.02K sold.

EverSource Wealth Advisors first reported a position in PRFT in Q2 2022 and held it in 10 quarters. The position peaked at $20K in Q2 2022. 1 fund tracked by Wall St. Rank holds PRFT as of Q4 2024.

EverSource Wealth Advisors reported no remaining Perficient Inc position as of Q4 2024 after selling out during the quarter.
EverSource Wealth Advisors sold 93 Perficient Inc shares in Q4 2024, an estimated $7.02K.
EverSource Wealth Advisors first reported a position in Perficient Inc in Q2 2022 and held it in 10 quarters.
EverSource Wealth Advisors's Perficient Inc position peaked at $20K in Q2 2022.
1 fund tracked by Wall St. Rank held Perficient Inc as of Q4 2024.

Based on EverSource Wealth Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.