Charles Schwab’s Intapp INTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.7M | Buy |
516,294
+61,209
| +13% | +$3.16M | ﹤0.01% | 1510 |
|
|
2025
Q1 | $26.6M | Buy |
455,085
+6,419
| +1% | +$375K | 0.01% | 1466 |
|
|
2024
Q4 | $28.8M | Buy |
448,666
+67,694
| +18% | +$4.34M | 0.01% | 1486 |
|
|
2024
Q3 | $18.2M | Buy |
380,972
+57,497
| +18% | +$2.75M | ﹤0.01% | 1740 |
|
|
2024
Q2 | $11.9M | Buy |
323,475
+7,552
| +2% | +$277K | ﹤0.01% | 1957 |
|
|
2024
Q1 | $10.8M | Buy |
315,923
+80,294
| +34% | +$2.75M | ﹤0.01% | 1946 |
|
|
2023
Q4 | $8.96M | Buy |
235,629
+45,254
| +24% | +$1.72M | ﹤0.01% | 2045 |
|
|
2023
Q3 | $6.38M | Buy |
190,375
+40,444
| +27% | +$1.36M | ﹤0.01% | 2137 |
|
|
2023
Q2 | $6.28M | Buy |
149,931
+38,120
| +34% | +$1.6M | ﹤0.01% | 2136 |
|
|
2023
Q1 | $5.01M | Buy |
111,811
+316
| +0.3% | +$14.2K | ﹤0.01% | 2204 |
|
|
2022
Q4 | $2.78M | Buy |
111,495
+5,171
| +5% | +$129K | ﹤0.01% | 2457 |
|
|
2022
Q3 | $1.99M | Buy |
106,324
+21,212
| +25% | +$396K | ﹤0.01% | 2588 |
|
|
2022
Q2 | $1.25M | Sell |
85,112
-1,010
| -1% | -$14.8K | ﹤0.01% | 2712 |
|
|
2022
Q1 | $2.07M | Buy |
86,122
+9,442
| +12% | +$227K | ﹤0.01% | 2637 |
|
|
2021
Q4 | $1.93M | Buy |
76,680
+3,934
| +5% | +$99K | ﹤0.01% | 2713 |
|
|
2021
Q3 | $1.87M | Buy |
+72,746
| New | +$1.87M | ﹤0.01% | 2716 |
|