United Capital Financial Advisors’s Intapp INTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-230,623
| Closed | -$7.91M | – | 1063 |
|
|
2024
Q1 | $7.91M | Sell |
230,623
-2,216
| -1% | -$76K | 0.07% | 206 |
|
|
2023
Q4 | $8.85M | Buy |
232,839
+15
| +0% | +$570 | 0.07% | 204 |
|
|
2023
Q3 | $7.8M | Hold |
232,824
| – | – | 0.05% | 252 |
|
|
2023
Q2 | $9.76M | Hold |
232,824
| – | – | 0.05% | 237 |
|
|
2023
Q1 | $10.4M | Sell |
232,824
-34,951
| -13% | -$1.57M | 0.06% | 232 |
|
|
2022
Q4 | $6.68M | Buy |
267,775
+9,300
| +4% | +$232K | 0.04% | 298 |
|
|
2022
Q3 | $4.83M | Sell |
258,475
-9,250
| -3% | -$173K | 0.03% | 324 |
|
|
2022
Q2 | $3.92M | Hold |
267,725
| – | – | 0.02% | 373 |
|
|
2022
Q1 | $6.43M | Buy |
+267,725
| New | +$6.43M | 0.03% | 328 |
|