Avior Wealth Management’s Intapp INTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-801	Closed	-$51.3K	–	1520
2024 Q4	$51.3K	Buy	801 +15	+2%	+$961	﹤0.01%	1139
2024 Q3	$37.6K	Hold	786	–	–	﹤0.01%	1218
2024 Q2	$28.8K	Sell	786 -4	-0.5%	-$147	﹤0.01%	1265
2024 Q1	$27.1K	Buy	+790	New	+$27.1K	﹤0.01%	1474