Global Retirement Partners’s Perficient Inc PRFT Stock Holding History

Global Retirement Partners’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	-24	Closed	-$1.81K	–	3827
2024 Q3	$1.81K	Hold	24	–	–	﹤0.01%	2971
2024 Q2	$1.79K	Buy	24 +22	+1,100%	+$1.41K	﹤0.01%	3003
2024 Q1	$113	Hold	2	–	–	﹤0.01%	3291
2023 Q4	$133	Hold	2	–	–	﹤0.01%	3259
2023 Q3	$116	Sell	2 -14	-88%	-$959	﹤0.01%	3163
2023 Q2	$1.33K	Hold	16	–	–	﹤0.01%	2688
2023 Q1	$1.19K	Sell	16 -2	-11%	-$146	﹤0.01%	2678
2022 Q4	$1.26K	Buy	18 +4	+29%	+$276	﹤0.01%	2518
2022 Q3	$1K	Sell	14 -5	-26%	-$417	﹤0.01%	2635
2022 Q2	$2K	Buy	19 +5	+36%	+$497	﹤0.01%	2308
2022 Q1	$1K	Buy	+14	New	+$1.47K	﹤0.01%	2577

Other funds holding PRFT

HNB

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

Global Retirement Partners's PRFT Position: Q4 2024 in Review

Global Retirement Partners sold out of Perficient Inc (PRFT) in Q4 2024, closing a stake of 24 shares — an estimated $1.81K sold.

Global Retirement Partners first reported a position in PRFT in Q1 2022 and held it in 11 quarters. The position peaked at $2K in Q2 2022. 1 fund tracked by Wall St. Rank holds PRFT as of Q4 2024.

Global Retirement Partners reported no remaining Perficient Inc position as of Q4 2024 after selling out during the quarter.
Global Retirement Partners sold 24 Perficient Inc shares in Q4 2024, an estimated $1.81K.
Global Retirement Partners first reported a position in Perficient Inc in Q1 2022 and held it in 11 quarters.
Global Retirement Partners's Perficient Inc position peaked at $2K in Q2 2022.
1 fund tracked by Wall St. Rank held Perficient Inc as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.