Oppenheimer Asset Management’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
-5,616
Closed -$360K 1159
2024
Q4
$360K Sell
5,616
-9,771
-64% -$626K ﹤0.01% 951
2024
Q3
$736K Sell
15,387
-2,024
-12% -$96.8K 0.01% 796
2024
Q2
$638K Sell
17,411
-1,104
-6% -$40.5K 0.01% 807
2024
Q1
$635K Buy
18,515
+8,852
+92% +$304K 0.01% 783
2023
Q4
$367K Buy
+9,663
New +$367K 0.01% 939