CAPTRUST Financial Advisors’s Intapp INTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,563
| Closed | -$208K | – | 2556 |
|
|
2025
Q1 | $208K | Sell |
3,563
-929
| -21% | -$54.2K | ﹤0.01% | 2147 |
|
|
2024
Q4 | $288K | Sell |
4,492
-5
| -0.1% | -$320 | ﹤0.01% | 1942 |
|
|
2024
Q3 | $215K | Buy |
+4,497
| New | +$215K | ﹤0.01% | 2089 |
|
|
2022
Q3 | – | Sell |
-2,800
| Closed | -$41K | – | 3035 |
|
|
2022
Q2 | $41K | Buy |
+2,800
| New | +$41K | ﹤0.01% | 2908 |
|