Allworth Financial’s Intapp INTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Sell |
2,124
-17
| -0.8% | -$878 | ﹤0.01% | 1482 |
|
|
2025
Q1 | $116K | Buy |
2,141
+26
| +1% | +$1.41K | ﹤0.01% | 1153 |
|
|
2024
Q4 | $147K | Buy |
2,115
+2,097
| +11,650% | +$146K | ﹤0.01% | 1070 |
|
|
2024
Q3 | $861 | Buy |
18
+11
| +157% | +$526 | ﹤0.01% | 3271 |
|
|
2024
Q2 | $251 | Buy |
7
+3
| +75% | +$108 | ﹤0.01% | 3518 |
|
|
2024
Q1 | $138 | Hold |
4
| – | – | ﹤0.01% | 3488 |
|
|
2023
Q4 | $153 | Hold |
4
| – | – | ﹤0.01% | 3315 |
|
|
2023
Q3 | $135 | Buy |
+4
| New | +$135 | ﹤0.01% | 3287 |
|