Petrus Trust Company’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 |
-3,382
| Closed | -$217K | – | 687 |
|
|
2024
Q4 | $217K | Sell |
3,382
-1,468
| -30% | -$94.1K | 0.02% | 527 |
|
|
2024
Q3 | $232K | Sell |
4,850
-8,356
| -63% | -$400K | 0.02% | 485 |
|
|
2024
Q2 | $484K | Buy |
+13,206
| New | +$484K | 0.05% | 242 |
|
|
2024
Q1 | – | Sell |
-6,643
| Closed | -$253K | – | 716 |
|
|
2023
Q4 | $253K | Sell |
6,643
-3,797
| -36% | -$144K | 0.02% | 503 |
|
|
2023
Q3 | $350K | Buy |
10,440
+3,383
| +48% | +$113K | 0.04% | 338 |
|
|
2023
Q2 | $296K | Buy |
+7,057
| New | +$296K | 0.03% | 377 |
|