MGIA
PRFT

Moneta Group Investment Advisors’s Perficient Inc PRFT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-9,448
Closed -$532K 637
2024
Q1
$532K Hold
9,448
0.01% 366
2023
Q4
$622K Hold
9,448
0.01% 302
2023
Q3
$547K Sell
9,448
-1,338
-12% -$77.4K 0.01% 298
2023
Q2
$899K Sell
10,786
-55
-0.5% -$4.58K 0.02% 237
2023
Q1
$783K Buy
10,841
+799
+8% +$57.7K 0.02% 247
2022
Q4
$745K Sell
10,042
-616
-6% -$45.7K 0.02% 240
2022
Q3
$693K Buy
10,658
+1,017
+11% +$66.1K 0.03% 226
2022
Q2
$884K Sell
9,641
-859
-8% -$78.8K 0.03% 219
2022
Q1
$1.16M Sell
10,500
-4
-0% -$440 0.05% 183
2021
Q4
$1.36M Buy
10,504
+3
+0% +$388 0.06% 168
2021
Q3
$1.22M Sell
10,501
-1,499
-12% -$173K 0.06% 170
2021
Q2
$965K Sell
12,000
-994
-8% -$79.9K 0.04% 200
2021
Q1
$763K Sell
12,994
-4,005
-24% -$235K 0.04% 203
2020
Q4
$810K Sell
16,999
-11
-0.1% -$524 0.06% 158
2020
Q3
$727K Buy
17,010
+17
+0.1% +$727 0.06% 143
2020
Q2
$608K Buy
+16,993
New +$608K 0.06% 141
2019
Q1
Sell
-729,874
Closed -$16.2M 266
2018
Q4
$16.2M Buy
+729,874
New +$16.2M 1.94% 12
2016
Q1
Sell
-30,389
Closed -$523K 172
2015
Q4
$523K Buy
30,389
+114
+0.4% +$1.96K 0.13% 75
2015
Q3
$466K Buy
30,275
+95
+0.3% +$1.46K 0.13% 76
2015
Q2
$580K Buy
+30,180
New +$580K 0.18% 67