Bell Investment Advisors’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
Q1 | – | Sell |
-17
| Closed | -$611 | – | 1949 |
|
|
2024
Q4 | $611 | Hold |
17
| – | – | ﹤0.01% | 1713 |
|
|
2024
Q3 | $645 | Sell |
17
-11
| -39% | -$417 | ﹤0.01% | 1711 |
|
|
2024
Q2 | $1.27K | Buy |
28
+11
| +65% | +$498 | ﹤0.01% | 1534 |
|
|
2024
Q1 | $825 | Hold |
17
| – | – | ﹤0.01% | 1656 |
|
|
2023
Q4 | $912 | Hold |
17
| – | – | ﹤0.01% | 1621 |
|
|
2023
Q3 | $997 | Hold |
17
| – | – | ﹤0.01% | 1576 |
|
|
2023
Q2 | $1.07K | Hold |
17
| – | – | ﹤0.01% | 1583 |
|
|
2023
Q1 | $1.07K | Hold |
17
| – | – | ﹤0.01% | 1542 |
|
|
2022
Q4 | $904 | Hold |
17
| – | – | ﹤0.01% | 1624 |
|
|
2022
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 1617 |
|
|
2022
Q2 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 1642 |
|
|
2021
Q4 | $2K | Hold |
17
| – | – | ﹤0.01% | 1249 |
|
|
2021
Q3 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 1174 |
|