Geneos 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
Q4 | – | Sell |
-6,455
| Closed | -$487K | – | 2987 |
|
|
2024
Q3 | $487K | Buy |
6,455
+151
| +2% | +$11.4K | 0.02% | 572 |
|
|
2024
Q2 | $471K | Hold |
6,304
| – | – | 0.02% | 505 |
|
|
2024
Q1 | $355K | Hold |
6,304
| – | – | 0.02% | 567 |
|
|
2023
Q4 | $415K | Hold |
6,304
| – | – | 0.02% | 527 |
|
|
2023
Q3 | $365K | Hold |
6,304
| – | – | 0.02% | 533 |
|
|
2023
Q2 | $525K | Sell |
6,304
-1,472
| -19% | -$123K | 0.03% | 451 |
|
|
2023
Q1 | $561K | Hold |
7,776
| – | – | 0.03% | 420 |
|
|
2022
Q4 | $543K | Hold |
7,776
| – | – | 0.03% | 404 |
|
|
2022
Q3 | $505K | Hold |
7,776
| – | – | 0.03% | 398 |
|
|
2022
Q2 | $701K | Sell |
7,776
-436
| -5% | -$39.3K | 0.03% | 414 |
|
|
2022
Q1 | $904K | Buy |
8,212
+8
| +0.1% | +$881 | 0.04% | 381 |
|
|
2021
Q4 | $1.06M | Hold |
8,204
| – | – | 0.04% | 380 |
|
|
2021
Q3 | $979K | Hold |
8,204
| – | – | 0.04% | 388 |
|
|
2021
Q2 | $676K | Buy |
+8,204
| New | +$676K | 0.03% | 475 |
|
|
2019
Q2 | – | Sell |
-225
| Closed | -$6K | – | 2533 |
|
|
2019
Q1 | $6K | Buy |
+225
| New | +$6K | ﹤0.01% | 2013 |
|
|
2018
Q4 | – | Sell |
-150
| Closed | -$3K | – | 2501 |
|
|
2018
Q3 | $3K | Buy |
+150
| New | +$3K | ﹤0.01% | 2218 |
|