Core Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-200
| Closed | -$9.7K | – | 227 |
|
|
2024
Q1 | $9.7K | Hold |
200
| – | – | ﹤0.01% | 192 |
|
|
2023
Q4 | $10.7K | Hold |
200
| – | – | ﹤0.01% | 180 |
|
|
2023
Q3 | $11.7K | Hold |
200
| – | – | ﹤0.01% | 144 |
|
|
2023
Q2 | $12.6K | Hold |
200
| – | – | 0.01% | 140 |
|
|
2023
Q1 | $12.6K | Hold |
200
| – | – | 0.01% | 138 |
|
|
2022
Q4 | $10.6K | Hold |
200
| – | – | ﹤0.01% | 152 |
|
|
2022
Q3 | $11K | Hold |
200
| – | – | 0.01% | 136 |
|
|
2022
Q2 | $14K | Hold |
200
| – | – | 0.01% | 127 |
|
|
2022
Q1 | $16K | Hold |
200
| – | – | 0.01% | 130 |
|
|
2021
Q4 | $20K | Hold |
200
| – | – | 0.01% | 129 |
|
|
2021
Q3 | $18K | Hold |
200
| – | – | 0.01% | 116 |
|
|
2021
Q2 | $20K | Hold |
200
| – | – | 0.01% | 106 |
|
|
2021
Q1 | $20K | Hold |
200
| – | – | 0.02% | 97 |
|
|
2020
Q4 | $15K | Hold |
200
| – | – | 0.01% | 105 |
|
|
2020
Q3 | $15K | Hold |
200
| – | – | 0.01% | 90 |
|
|
2020
Q2 | $15K | Hold |
200
| – | – | 0.01% | 84 |
|
|
2020
Q1 | $12K | Hold |
200
| – | – | 0.01% | 85 |
|
|
2019
Q4 | $16K | Buy |
+200
| New | +$16K | 0.01% | 81 |
|