Carson Wealth (CWM LLC)’s Usana Health Sciences USNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84K | Buy |
2,762
+1,445
| +110% | +$43.9K | ﹤0.01% | 2870 |
|
|
2025
Q1 | $36K | Buy |
1,317
+310
| +31% | +$8.47K | ﹤0.01% | 3244 |
|
|
2024
Q4 | $36K | Sell |
1,007
-5
| -0.5% | -$179 | ﹤0.01% | 3037 |
|
|
2024
Q3 | $38K | Sell |
1,012
-5
| -0.5% | -$188 | ﹤0.01% | 2918 |
|
|
2024
Q2 | $46K | Sell |
1,017
-526
| -34% | -$23.8K | ﹤0.01% | 2531 |
|
|
2024
Q1 | $75K | Buy |
1,543
+276
| +22% | +$13.4K | ﹤0.01% | 2044 |
|
|
2023
Q4 | $68K | Buy |
1,267
+420
| +50% | +$22.5K | ﹤0.01% | 1995 |
|
|
2023
Q3 | $50K | Hold |
847
| – | – | ﹤0.01% | 2068 |
|
|
2023
Q2 | $53K | Hold |
847
| – | – | ﹤0.01% | 1946 |
|
|
2023
Q1 | $53K | Buy |
847
+6
| +0.7% | +$375 | ﹤0.01% | 1839 |
|
|
2022
Q4 | $45K | Buy |
841
+129
| +18% | +$6.9K | ﹤0.01% | 1799 |
|
|
2022
Q3 | $40K | Buy |
712
+5
| +0.7% | +$281 | ﹤0.01% | 1775 |
|
|
2022
Q2 | $51K | Buy |
707
+5
| +0.7% | +$361 | ﹤0.01% | 1623 |
|
|
2022
Q1 | $56K | Buy |
702
+2
| +0.3% | +$160 | ﹤0.01% | 1554 |
|
|
2021
Q4 | $71K | Buy |
+700
| New | +$71K | ﹤0.01% | 1438 |
|
|
2021
Q2 | $72K | Hold |
700
| – | – | ﹤0.01% | 1253 |
|
|
2021
Q1 | $72K | Hold |
700
| – | – | ﹤0.01% | 1253 |
|
|
2020
Q4 | $72K | Hold |
700
| – | – | ﹤0.01% | 1253 |
|
|
2020
Q3 | $72K | Hold |
700
| – | – | ﹤0.01% | 1253 |
|
|
2020
Q2 | $72K | Hold |
700
| – | – | ﹤0.01% | 1253 |
|
|
2020
Q1 | $72K | Hold |
700
| – | – | ﹤0.01% | 1253 |
|
|
2019
Q4 | $72K | Hold |
700
| – | – | ﹤0.01% | 1253 |
|
|
2019
Q3 | $72K | Hold |
700
| – | – | ﹤0.01% | 1253 |
|
|
2019
Q2 | $72K | Hold |
700
| – | – | ﹤0.01% | 1253 |
|
|
2019
Q1 | $72K | Buy |
+700
| New | +$72K | ﹤0.01% | 1253 |
|