Wellington Management Group’s Intapp INTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.1M | Buy |
776,164
+145,555
| +23% | +$7.51M | 0.01% | 744 |
|
|
2025
Q1 | $36.8M | Sell |
630,609
-220,530
| -26% | -$12.9M | 0.01% | 781 |
|
|
2024
Q4 | $54.5M | Sell |
851,139
-144,608
| -15% | -$9.27M | 0.01% | 682 |
|
|
2024
Q3 | $47.6M | Buy |
995,747
+10,214
| +1% | +$489K | 0.01% | 712 |
|
|
2024
Q2 | $36.1M | Buy |
985,533
+54,355
| +6% | +$1.99M | 0.01% | 788 |
|
|
2024
Q1 | $31.9M | Sell |
931,178
-13,454
| -1% | -$461K | 0.01% | 835 |
|
|
2023
Q4 | $35.9M | Sell |
944,632
-45,090
| -5% | -$1.71M | 0.01% | 800 |
|
|
2023
Q3 | $33.2M | Buy |
989,722
+371,181
| +60% | +$12.4M | 0.01% | 813 |
|
|
2023
Q2 | $25.9M | Buy |
+618,541
| New | +$25.9M | ﹤0.01% | 874 |
|
|
2021
Q3 | – | Sell |
-7,824
| Closed | -$219K | – | 2202 |
|
|
2021
Q2 | $219K | Buy |
+7,824
| New | +$219K | ﹤0.01% | 2078 |
|