Venturi Wealth Management’s Intapp INTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$246K	Hold	4,761	–	–	0.01%	468
2025 Q1	$278K	Hold	4,761	–	–	0.01%	460
2024 Q4	$305K	Buy	+4,761	New	+$305K	0.02%	449
2023 Q2	–	Sell	-44	Closed	-$1.97K	–	1193
2023 Q1	$1.97K	Buy	+44	New	+$1.97K	﹤0.01%	1016