Creative Planning’s Usana Health Sciences USNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.37M | Buy |
193,148
+68,639
| +55% | +$1.36M | ﹤0.01% | 1478 |
|
|
2025
Q4 | $2.44M | Buy |
124,509
+94,827
| +319% | +$1.97M | ﹤0.01% | 1567 |
|
|
2025
Q3 | $818K | Buy |
29,682
+9,631
| +48% | +$296K | ﹤0.01% | 2309 |
|
|
2025
Q2 | $612K | Buy |
20,051
+613
| +3% | +$17.4K | ﹤0.01% | 2278 |
|
|
2025
Q1 | $524K | Buy |
19,438
+7,287
| +60% | +$231K | ﹤0.01% | 2239 |
|
|
2024
Q4 | $436K | Buy |
12,151
+1,753
| +17% | +$65.6K | ﹤0.01% | 2354 |
|
|
2024
Q3 | $394K | Buy |
+10,398
| New | +$427K | ﹤0.01% | 2306 |
|
|
2024
Q2 | – | Sell |
-5,738
| Closed | -$278K | – | 3176 |
|
|
2024
Q1 | $278K | Buy |
5,738
+1,519
| +36% | +$74.4K | ﹤0.01% | 2316 |
|
|
2023
Q4 | $226K | Buy |
+4,219
| New | +$213K | ﹤0.01% | 2318 |
|
|
2022
Q2 | – | Sell |
-320
| Closed | -$25K | – | 2546 |
|
|
2022
Q1 | $25K | Buy |
+320
| New | +$28.8K | ﹤0.01% | 2118 |
|
|
2019
Q1 | – | Sell |
-1,727
| Closed | -$203K | – | 2088 |
|
|
2018
Q4 | $203K | Buy |
1,727
+33
| +2% | +$3.82K | ﹤0.01% | 1481 |
|
|
2018
Q3 | $204K | Sell |
1,694
-566
| -25% | -$70.2K | ﹤0.01% | 1671 |
|
|
2018
Q2 | $261K | Sell |
2,260
-700
| -24% | -$76.6K | ﹤0.01% | 1449 |
|
|
2018
Q1 | $254K | Hold |
2,960
| – | – | ﹤0.01% | 1450 |
|
|
2017
Q4 | $219K | Buy |
+2,960
| New | +$198K | ﹤0.01% | 1546 |
|
|
2017
Q3 | – | Sell |
-2,512
| Closed | -$161K | – | 3627 |
|
|
2017
Q2 | $161K | Buy |
2,512
+2,112
| +528% | +$130K | ﹤0.01% | 1649 |
|
|
2017
Q1 | $23K | Buy |
+400
| New | +$23.9K | ﹤0.01% | 3043 |
|
|
2016
Q1 | – | Sell |
-26
| Closed | -$2K | – | 4543 |
|
|
2015
Q4 | $2K | Buy |
+26
| New | +$1.69K | ﹤0.01% | 4077 |
|
|
2015
Q2 | – | Sell |
-78
| Closed | -$4K | – | 2936 |
|
|
2015
Q1 | $4K | Buy |
+78
| New | +$4K | ﹤0.01% | 3659 |
|
|
2014
Q3 | – | Sell |
-296
| Closed | -$12K | – | 4167 |
|
|
2014
Q2 | $12K | Buy |
+296
| New | +$11K | ﹤0.01% | 2786 |
|
Other funds holding USNA
NCM
VCM
VPM
