HighTower 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
-13,808
Closed -$806K 3650
2025
Q1
$806K Sell
13,808
-16,153
-54% -$943K ﹤0.01% 2098
2024
Q4
$1.92M Sell
29,961
-13,771
-31% -$883K ﹤0.01% 1535
2024
Q3
$2.1M Buy
+43,732
New +$2.1M ﹤0.01% 1492