AssetMark Inc’s Intapp INTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.4K | Sell |
1,325
-2
| -0.2% | -$103 | ﹤0.01% | 1458 |
|
|
2025
Q1 | $77.5K | Sell |
1,327
-325
| -20% | -$19K | ﹤0.01% | 1339 |
|
|
2024
Q4 | $106K | Buy |
1,652
+2
| +0.1% | +$128 | ﹤0.01% | 1240 |
|
|
2024
Q3 | $78.9K | Hold |
1,650
| – | – | ﹤0.01% | 1194 |
|
|
2024
Q2 | $60.5K | Buy |
1,650
+340
| +26% | +$12.5K | ﹤0.01% | 1193 |
|
|
2024
Q1 | $44.9K | Hold |
1,310
| – | – | ﹤0.01% | 1180 |
|
|
2023
Q4 | $49.8K | Buy |
1,310
+815
| +165% | +$31K | ﹤0.01% | 1165 |
|
|
2023
Q3 | $16.6K | Buy |
+495
| New | +$16.6K | ﹤0.01% | 1263 |
|