LPL Financial’s Intapp INTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
32,385
+11,745
| +57% | +$606K | ﹤0.01% | 3271 |
|
|
2025
Q1 | $1.2M | Sell |
20,640
-66
| -0.3% | -$3.85K | ﹤0.01% | 3368 |
|
|
2024
Q4 | $1.33M | Buy |
20,706
+2,925
| +16% | +$187K | ﹤0.01% | 3217 |
|
|
2024
Q3 | $850K | Buy |
17,781
+3,602
| +25% | +$172K | ﹤0.01% | 3491 |
|
|
2024
Q2 | $520K | Sell |
14,179
-1,291
| -8% | -$47.3K | ﹤0.01% | 3783 |
|
|
2024
Q1 | $531K | Buy |
15,470
+6,143
| +66% | +$211K | ﹤0.01% | 3685 |
|
|
2023
Q4 | $355K | Buy |
+9,327
| New | +$355K | ﹤0.01% | 3904 |
|