IFP 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 |
-1
| Closed | -$58 | – | 3202 |
|
|
2025
Q1 | $58 | Sell |
1
-336
| -100% | -$19.5K | ﹤0.01% | 3992 |
|
|
2024
Q4 | $21.6K | Buy |
337
+1
| +0.3% | +$64 | ﹤0.01% | 2214 |
|
|
2024
Q3 | $16.1K | Hold |
336
| – | – | ﹤0.01% | 2238 |
|
|
2024
Q2 | $12.3K | Buy |
+336
| New | +$12.3K | ﹤0.01% | 2272 |
|
|
2023
Q3 | – | Sell |
-73
| Closed | -$3.06K | – | 3434 |
|
|
2023
Q2 | $3.06K | Buy |
+73
| New | +$3.06K | ﹤0.01% | 2725 |
|
|
2023
Q1 | – | Sell |
-25
| Closed | -$1K | – | 3906 |
|
|
2022
Q4 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 4379 |
|