Glassman Wealth Services’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
Q1 | – | Sell |
-6
| Closed | -$322 | – | 1748 |
|
|
2023
Q4 | $322 | Sell |
6
-20
| -77% | -$1.07K | ﹤0.01% | 1808 |
|
|
2023
Q3 | $1.52K | Hold |
26
| – | – | ﹤0.01% | 1424 |
|
|
2023
Q2 | $1.64K | Hold |
26
| – | – | ﹤0.01% | 1313 |
|
|
2023
Q1 | $1.64K | Buy |
26
+10
| +63% | +$629 | ﹤0.01% | 1303 |
|
|
2022
Q4 | $851 | Buy |
+16
| New | +$851 | ﹤0.01% | 1467 |
|
|
2022
Q3 | – | Sell |
-11
| Closed | -$1K | – | 1999 |
|
|
2022
Q2 | $1K | Buy |
11
+1
| +10% | +$91 | ﹤0.01% | 1554 |
|
|
2022
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1540 |
|
|
2020
Q1 | – | Sell |
-4
| Closed | – | – | 1587 |
|
|
2019
Q4 | $0 | Sell |
4
-7
| -64% | – | ﹤0.01% | 1499 |
|
|
2019
Q3 | $1K | Buy |
11
+7
| +175% | +$636 | ﹤0.01% | 939 |
|
|
2019
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1377 |
|