AssetMark Inc’s Intapp INTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$36K Sell
1,400
-15
-1% -$447 ﹤0.01% 1856
2025
Q4
$64.8K Sell
1,415
-350
-20% -$14.5K ﹤0.01% 1624
2025
Q3
$72.2K Buy
1,765
+440
+33% +$19K ﹤0.01% 1519
2025
Q2
$68.4K Sell
1,325
-2
-0.2% -$109 ﹤0.01% 1458
2025
Q1
$77.5K Sell
1,327
-325
-20% -$21.4K ﹤0.01% 1339
2024
Q4
$106K Buy
1,652
+2
+0.1% +$115 ﹤0.01% 1240
2024
Q3
$78.9K Hold
1,650
﹤0.01% 1194
2024
Q2
$60.5K Buy
1,650
+340
+26% +$11.6K ﹤0.01% 1193
2024
Q1
$44.9K Hold
1,310
﹤0.01% 1180
2023
Q4
$49.8K Buy
1,310
+815
+165% +$30K ﹤0.01% 1165
2023
Q3
$16.6K Buy
+495
New +$18.1K ﹤0.01% 1263

Other funds holding INTA