Values First Advisors’s Perficient Inc PRFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,540
| Closed | -$343K | – | 304 |
|
|
2024
Q3 | $343K | Sell |
4,540
-69
| -1% | -$5.19K | 0.19% | 115 |
|
|
2024
Q2 | $345K | Sell |
4,609
-24
| -0.5% | -$1.53K | 0.21% | 108 |
|
|
2024
Q1 | $261K | Buy |
4,633
+253
| +6% | +$16.6K | 0.15% | 137 |
|
|
2023
Q4 | $288K | Buy |
4,380
+314
| +8% | +$19.3K | 0.17% | 131 |
|
|
2023
Q3 | $235K | Sell |
4,066
-30
| -0.7% | -$2.05K | 0.15% | 133 |
|
|
2023
Q2 | $341K | Buy |
4,096
+106
| +3% | +$7.8K | 0.21% | 119 |
|
|
2023
Q1 | $288K | Buy |
3,990
+95
| +2% | +$6.94K | 0.18% | 120 |
|
|
2022
Q4 | $272K | Sell |
3,895
-15
| -0.4% | -$1.03K | 0.19% | 121 |
|
|
2022
Q3 | $254K | Buy |
3,910
+120
| +3% | +$10K | 0.18% | 118 |
|
|
2022
Q2 | $347K | Sell |
3,790
-239
| -6% | -$23.8K | 0.25% | 107 |
|
|
2022
Q1 | $444K | Sell |
4,029
-1,461
| -27% | -$153K | 0.28% | 101 |
|
|
2021
Q4 | $710K | Buy |
5,490
+116
| +2% | +$15.3K | 0.42% | 76 |
|
|
2021
Q3 | $622K | Sell |
5,374
-5,313
| -50% | -$547K | 0.4% | 81 |
|
|
2021
Q2 | $859K | Sell |
10,687
-228
| -2% | -$16.1K | 0.58% | 61 |
|
|
2021
Q1 | $641K | Buy |
10,915
+93
| +0.9% | +$5.26K | 0.47% | 75 |
|
|
2020
Q4 | $516K | Sell |
10,822
-327
| -3% | -$14.8K | 0.41% | 82 |
|
|
2020
Q3 | $477K | Buy |
11,149
+866
| +8% | +$34.9K | 0.44% | 77 |
|
|
2020
Q2 | $368K | Sell |
10,283
-2
| -0% | -$66 | 0.36% | 91 |
|
|
2020
Q1 | $279K | Sell |
10,285
-1,554
| -13% | -$67.8K | 0.33% | 91 |
|
|
2019
Q4 | $545K | Buy |
+11,839
| New | +$483K | 0.53% | 63 |
|
Other funds holding PRFT
Values First Advisors's PRFT Position: Q4 2024 in Review
Values First Advisors sold out of Perficient Inc (PRFT) in Q4 2024, closing a stake of 4,540 shares — an estimated $343K sold.
Values First Advisors first reported a position in PRFT in Q4 2019 and held it in 20 quarters. The position peaked at $859K in Q2 2021. 1 fund tracked by Wall St. Rank holds PRFT as of Q4 2024.
- Values First Advisors reported no remaining Perficient Inc position as of Q4 2024 after selling out during the quarter.
- Values First Advisors sold 4,540 Perficient Inc shares in Q4 2024, an estimated $343K.
- Values First Advisors first reported a position in Perficient Inc in Q4 2019 and held it in 20 quarters.
- Values First Advisors's Perficient Inc position peaked at $859K in Q2 2021.
- 1 fund tracked by Wall St. Rank held Perficient Inc as of Q4 2024.
Based on Values First Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.