EverSource Wealth Advisors’s Intapp INTA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$13.3K Sell
257
-20
-7% -$1.03K ﹤0.01% 2601
2025
Q1
$16.2K Sell
277
-12
-4% -$701 ﹤0.01% 1814
2024
Q4
$18.5K Buy
289
+184
+175% +$11.8K ﹤0.01% 1666
2024
Q3
$5.02K Buy
105
+104
+10,400% +$4.97K ﹤0.01% 2218
2024
Q2
$36 Hold
1
﹤0.01% 3038
2024
Q1
$31 Buy
+1
New +$31 ﹤0.01% 2875