Private Wealth Management Group’s Perficient Inc PRFT Stock Holding History

Private Wealth Management Group’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	-21	Closed	-$1.59K	–	1594
2024 Q3	$1.59K	Hold	21	–	–	﹤0.01%	1152
2024 Q2	$1.57K	Buy	+21	New	+$1.34K	﹤0.01%	1139

Other funds holding PRFT

HNB

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

Private Wealth Management Group's PRFT Position: Q4 2024 in Review

Private Wealth Management Group sold out of Perficient Inc (PRFT) in Q4 2024, closing a stake of 21 shares — an estimated $1.59K sold.

Private Wealth Management Group first reported a position in PRFT in Q2 2024 and held it in 2 quarters. The position peaked at $1.59K in Q3 2024. 1 fund tracked by Wall St. Rank holds PRFT as of Q4 2024.

Private Wealth Management Group reported no remaining Perficient Inc position as of Q4 2024 after selling out during the quarter.
Private Wealth Management Group sold 21 Perficient Inc shares in Q4 2024, an estimated $1.59K.
Private Wealth Management Group first reported a position in Perficient Inc in Q2 2024 and held it in 2 quarters.
Private Wealth Management Group's Perficient Inc position peaked at $1.59K in Q3 2024.
1 fund tracked by Wall St. Rank held Perficient Inc as of Q4 2024.

Based on Private Wealth Management Group's 13F filing for Q4 2024, filed 27 Jan 2025.