Ownership history in CWM, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which CWM, LLC reported a position in PERFORMANT FINL CORP (PHLT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 667 | +92 | +16.0% | 0.00% | $5K | — |
| 2025 Q2 | ADDED | 575 | +255 | +79.7% | 0.00% | $2K | — |
| 2025 Q1 | REDUCED | 320 | -211 | -39.7% | 0.00% | $1K | — |
| 2024 Q4 | REDUCED | 531 | -87 | -14.1% | 0.00% | $2K | — |
| 2024 Q3 | ADDED | 618 | +102 | +19.8% | 0.00% | $2K | — |
| 2024 Q2 | INITIATED | 516 | — | — | 0.00% | $1K | — |