Carson Wealth (CWM LLC)’s Intapp INTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47K | Sell |
902
-101
| -10% | -$5.26K | ﹤0.01% | 3326 |
|
|
2025
Q1 | $59K | Buy |
1,003
+213
| +27% | +$12.5K | ﹤0.01% | 2834 |
|
|
2024
Q4 | $51K | Buy |
790
+55
| +7% | +$3.55K | ﹤0.01% | 2783 |
|
|
2024
Q3 | $35K | Sell |
735
-12
| -2% | -$571 | ﹤0.01% | 2967 |
|
|
2024
Q2 | $27K | Buy |
747
+118
| +19% | +$4.27K | ﹤0.01% | 2914 |
|
|
2024
Q1 | $22K | Sell |
629
-13
| -2% | -$455 | ﹤0.01% | 2825 |
|
|
2023
Q4 | $24K | Buy |
642
+15
| +2% | +$561 | ﹤0.01% | 2656 |
|
|
2023
Q3 | $21K | Hold |
627
| – | – | ﹤0.01% | 2654 |
|
|
2023
Q2 | $26K | Hold |
627
| – | – | ﹤0.01% | 2451 |
|
|
2023
Q1 | $28K | Hold |
627
| – | – | ﹤0.01% | 2266 |
|
|
2022
Q4 | $16K | Sell |
627
-2
| -0.3% | -$51 | ﹤0.01% | 2509 |
|
|
2022
Q3 | $12K | Sell |
629
-24
| -4% | -$458 | ﹤0.01% | 2567 |
|
|
2022
Q2 | $10K | Buy |
+653
| New | +$10K | ﹤0.01% | 2582 |
|