IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 3090 |
|
|
2024
Q3 | – | Sell |
-15
| Closed | -$679 | – | 3444 |
|
|
2024
Q2 | $679 | Hold |
15
| – | – | ﹤0.01% | 3054 |
|
|
2024
Q1 | $728 | Buy |
+15
| New | +$728 | ﹤0.01% | 2917 |
|
|
2023
Q1 | – | Sell |
-34
| Closed | -$4K | – | 4394 |
|
|
2022
Q4 | $4K | Buy |
34
+1
| +3% | +$118 | ﹤0.01% | 3942 |
|
|
2022
Q3 | $4K | Buy |
33
+9
| +38% | +$1.09K | ﹤0.01% | 4159 |
|
|
2022
Q2 | $3K | Hold |
24
| – | – | ﹤0.01% | 4036 |
|
|
2022
Q1 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 4036 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4573 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4366 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4242 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4050 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3896 |
|
|
2020
Q2 | – | Sell |
-21
| Closed | -$1K | – | 3720 |
|
|
2020
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 2584 |
|
|
2019
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 2546 |
|
|
2019
Q3 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 2925 |
|