Private 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
Q2
$11.3K Sell
218
-5
-2% -$258 ﹤0.01% 1775
2025
Q1
$13K Sell
223
-26
-10% -$1.52K ﹤0.01% 1717
2024
Q4
$16K Buy
249
+101
+68% +$6.47K ﹤0.01% 1568
2024
Q3
$7.08K Buy
148
+28
+23% +$1.34K ﹤0.01% 1839
2024
Q2
$4.4K Buy
120
+38
+46% +$1.39K ﹤0.01% 1973
2024
Q1
$2.81K Hold
82
﹤0.01% 2062
2023
Q4
$3.12K Sell
82
-24
-23% -$913 ﹤0.01% 2048
2023
Q3
$3.55K Buy
+106
New +$3.55K ﹤0.01% 1981