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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $612K | Buy |
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|
2025
Q1 | $524K | Buy |
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|
2024
Q4 | $436K | Buy |
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|
2024
Q3 | $394K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $278K | Buy |
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|
2023
Q4 | $226K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $25K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $203K | Buy |
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|
2018
Q3 | $204K | Sell |
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|
2018
Q2 | $261K | Sell |
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|
2018
Q1 | $254K | Hold |
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|
2017
Q4 | $219K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $161K | Buy |
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|
2017
Q1 | $23K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $2K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $4K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $12K | Buy |
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