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IFP Advisors’s Usana Health Sciences USNA Stock Holding History

IFP Advisors’s Portfolio USNA Stock Details USNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$35 Buy
+2
New +$40 ﹤0.01% 4875
2025
Q4 		– Sell
-4
Closed -$110 – 5045
2025
Q3 		$110 Buy
+4
New +$123 ﹤0.01% 4531
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 +$735 ﹤0.01% 2917
2023
Q1 		– Sell
-34
Closed -$4K – 4394
2022
Q4 		$4K Buy
34
+1
+3% +$54 ﹤0.01% 3942
2022
Q3 		$4K Buy
33
+9
+38% +$595 ﹤0.01% 4158
2022
Q2 		$3K Hold
24
– – ﹤0.01% 4035
2022
Q1 		$3K Buy
+24
New +$2.16K ﹤0.01% 4035
2020
Q2 		– Sell
-21
Closed -$1.65K – 3759
2020
Q1 		$1K Hold
21
– – ﹤0.01% 2628
2019
Q4 		$2K Hold
21
– – ﹤0.01% 2558
2019
Q3 		$1K Buy
+21
New +$1.41K ﹤0.01% 2940

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