Allworth Financial’s Usana Health Sciences USNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47K | Buy |
81
+62
| +326% | +$1.89K | ﹤0.01% | 3603 |
|
|
2025
Q1 | $515 | Sell |
19
-101
| -84% | -$2.74K | ﹤0.01% | 3660 |
|
|
2024
Q4 | $4.08K | Buy |
120
+108
| +900% | +$3.67K | ﹤0.01% | 2844 |
|
|
2024
Q3 | $456 | Buy |
12
+8
| +200% | +$304 | ﹤0.01% | 3439 |
|
|
2024
Q2 | $186 | Buy |
4
+1
| +33% | +$47 | ﹤0.01% | 3560 |
|
|
2024
Q1 | $146 | Sell |
3
-3
| -50% | -$146 | ﹤0.01% | 3481 |
|
|
2023
Q4 | $322 | Sell |
6
-20
| -77% | -$1.07K | ﹤0.01% | 3225 |
|
|
2023
Q3 | $1.52K | Hold |
26
| – | – | ﹤0.01% | 2672 |
|
|
2023
Q2 | $1.64K | Hold |
26
| – | – | ﹤0.01% | 2566 |
|
|
2023
Q1 | $1.64K | Buy |
+26
| New | +$1.64K | ﹤0.01% | 2489 |
|
|
2022
Q4 | – | Sell |
-13
| Closed | -$1K | – | 3208 |
|
|
2022
Q3 | $1K | Buy |
13
+6
| +86% | +$462 | ﹤0.01% | 2528 |
|
|
2022
Q2 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 2281 |
|