Steward Partners Investment Advisory’s Intapp INTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $129K | Hold |
2,508
| – | – | ﹤0.01% | 1962 |
|
|
2025
Q1 | $146K | Sell |
2,508
-456
| -15% | -$26.6K | ﹤0.01% | 1800 |
|
|
2024
Q4 | $190K | Buy |
2,964
+239
| +9% | +$15.3K | ﹤0.01% | 1648 |
|
|
2024
Q3 | $130K | Sell |
2,725
-225
| -8% | -$10.8K | ﹤0.01% | 1743 |
|
|
2024
Q2 | $108K | Buy |
2,950
+1,200
| +69% | +$44K | ﹤0.01% | 1744 |
|
|
2024
Q1 | $60K | Buy |
1,750
+375
| +27% | +$12.9K | ﹤0.01% | 2015 |
|
|
2023
Q4 | $52.3K | Hold |
1,375
| – | – | ﹤0.01% | 1971 |
|
|
2023
Q3 | $46.1K | Buy |
+1,375
| New | +$46.1K | ﹤0.01% | 1950 |
|