MWM
PRFT
Meridian Wealth Management’s Perficient Inc PRFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,181
| Closed | -$538K | – | 600 |
|
|
2023
Q4 | $538K | Sell |
8,181
-29
| -0.4% | -$1.91K | 0.03% | 367 |
|
|
2023
Q3 | $475K | Sell |
8,210
-573
| -7% | -$33.2K | 0.03% | 378 |
|
|
2023
Q2 | $732K | Hold |
8,783
| – | – | 0.06% | 250 |
|
|
2023
Q1 | $634K | Hold |
8,783
| – | – | 0.06% | 281 |
|
|
2022
Q4 | $613K | Sell |
8,783
-34
| -0.4% | -$2.37K | 0.06% | 272 |
|
|
2022
Q3 | $573K | Sell |
8,817
-9,784
| -53% | -$636K | 0.06% | 257 |
|
|
2022
Q2 | $1.71M | Buy |
+18,601
| New | +$1.71M | 0.14% | 161 |
|