CWM Advisors, LLC
- SEC CIK
- 0001670139
- Latest filing
- Aug 12, 2026
PRFT holding history
Perficient Inc in every 13F filed by CWM Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
PRFT overviewAll 13F holders of PRFTFull Q2 2026 holdings
- Shares (Q4 2024)
- 0
- Sold out in Q4 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 13
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 0 | $0 | 0.0% | −5,439−100.0% | Sold out | Holders |
| Q3 2024 | 5,439 | $410.5K | <0.1% | +747+15.9% | Added | Holders |
| Q2 2024 | 4,692 | $350.9K | <0.1% | −1,727−26.9% | Reduced | Holders |
| Q1 2024 | 6,419 | $361.3K | <0.1% | +568+9.7% | Added | Holders |
| Q4 2023 | 5,851 | $385.1K | <0.1% | +536+10.1% | Added | Holders |
| Q3 2023 | 5,315 | $307.5K | <0.1% | +1,556+41.4% | Added | Holders |
| Q2 2023 | 3,759 | $313.3K | <0.1% | −81−2.1% | Reduced | Holders |
| Q1 2023 | 3,840 | $277.2K | <0.1% | −171−4.3% | Reduced | Holders |
| Q4 2022 | 4,011 | $280.1K | <0.1% | +358+9.8% | Added | Holders |
| Q3 2022 | 3,653 | $238.0K | <0.1% | +875+31.5% | Added | Holders |
| Q2 2022 | 2,778 | $255.0K | <0.1% | +177+6.8% | Added | Holders |
| Q1 2022 | 2,601 | $286.0K | <0.1% | +684+35.7% | Added | Holders |
| Q4 2021 | 1,917 | $248.0K | <0.1% | +3+0.2% | Added | Holders |
| Q3 2021 | 1,914 | $221.0K | <0.1% | +1,914 | New | Holders |