Congress Wealth Management LLC
- SEC CIK
- 0001904976
- Latest filing
- Aug 13, 2025
PRFT holding history
Perficient Inc in every 13F filed by Congress Wealth Management 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 2025 holdings
- Shares (Q2 2024)
- 0
- Sold out in Q2 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 10
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2024 | 0 | $0 | 0.0% | −157,396−100.0% | Sold out | Holders |
| Q1 2024 | 157,396 | $8.86M | 0.2% | +42,194+36.6% | Added | Holders |
| Q4 2023 | 115,202 | $7.58M | 0.1% | −25,092−17.9% | Reduced | Holders |
| Q3 2023 | 140,294 | $8.12M | 0.2% | +73,239+109.2% | Added | Holders |
| Q2 2023 | 67,055 | $5.59M | 0.1% | +21,320+46.6% | Added | Holders |
| Q1 2023 | 45,735 | $3.30M | 0.1% | +10,219+28.8% | Added | Holders |
| Q4 2022 | 35,516 | $2.48M | 0.1% | −19,037−34.9% | Reduced | Holders |
| Q3 2022 | 54,553 | $3.55M | 0.1% | +3,744+7.4% | Added | Holders |
| Q2 2022 | 50,809 | $4.66M | 0.1% | +329+0.7% | Added | Holders |
| Q1 2022 | 50,480 | $5.56M | 0.1% | +11,615+29.9% | Added | Holders |
| Q4 2021 | 38,865 | $5.03M | 0.1% | – | No prior filing | Holders |