Concourse Financial Group Securities’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 |
-323
| Closed | -$22.5K | – | 4068 |
|
|
2024
Q4 | $22.5K | Buy |
+323
| New | +$22.5K | ﹤0.01% | 1514 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 5256 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 5287 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 5291 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 5235 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 5155 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 5064 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 4901 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 4883 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 4695 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 4718 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 4642 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 4689 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4585 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4447 |
|