Creative Planning’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 | $612K | Buy |
20,051
+613
| +3% | +$18.7K | ﹤0.01% | 2272 |
|
|
2025
Q1 | $524K | Buy |
19,438
+7,287
| +60% | +$197K | ﹤0.01% | 2234 |
|
|
2024
Q4 | $436K | Buy |
12,151
+1,753
| +17% | +$62.9K | ﹤0.01% | 2347 |
|
|
2024
Q3 | $394K | Buy |
+10,398
| New | +$394K | ﹤0.01% | 2306 |
|
|
2024
Q2 | – | Sell |
-5,738
| Closed | -$278K | – | 3084 |
|
|
2024
Q1 | $278K | Buy |
5,738
+1,519
| +36% | +$73.7K | ﹤0.01% | 2306 |
|
|
2023
Q4 | $226K | Buy |
+4,219
| New | +$226K | ﹤0.01% | 2311 |
|
|
2022
Q2 | – | Sell |
-320
| Closed | -$25K | – | 2424 |
|
|
2022
Q1 | $25K | Buy |
+320
| New | +$25K | ﹤0.01% | 2099 |
|
|
2019
Q1 | – | Sell |
-1,727
| Closed | -$203K | – | 1911 |
|
|
2018
Q4 | $203K | Buy |
1,727
+33
| +2% | +$3.88K | ﹤0.01% | 1474 |
|
|
2018
Q3 | $204K | Sell |
1,694
-566
| -25% | -$68.2K | ﹤0.01% | 1658 |
|
|
2018
Q2 | $261K | Sell |
2,260
-700
| -24% | -$80.8K | ﹤0.01% | 1436 |
|
|
2018
Q1 | $254K | Hold |
2,960
| – | – | ﹤0.01% | 1438 |
|
|
2017
Q4 | $219K | Buy |
+2,960
| New | +$219K | ﹤0.01% | 1536 |
|
|
2017
Q3 | – | Sell |
-2,512
| Closed | -$161K | – | 3520 |
|
|
2017
Q2 | $161K | Buy |
2,512
+2,112
| +528% | +$135K | ﹤0.01% | 1637 |
|
|
2017
Q1 | $23K | Buy |
+400
| New | +$23K | ﹤0.01% | 3012 |
|
|
2016
Q1 | – | Sell |
-26
| Closed | -$2K | – | 4387 |
|
|
2015
Q4 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 3976 |
|
|
2015
Q2 | – | Sell |
-78
| Closed | -$4K | – | 2798 |
|
|
2015
Q1 | $4K | Buy |
+78
| New | +$4K | ﹤0.01% | 3583 |
|
|
2014
Q3 | – | Sell |
-296
| Closed | -$12K | – | 3999 |
|
|
2014
Q2 | $12K | Buy |
+296
| New | +$12K | ﹤0.01% | 2733 |
|