Key Financial Inc’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	$3.49K	Hold	200	–	–	﹤0.01%	1100
2025 Q4	$3.93K	Hold	200	–	–	﹤0.01%	1079
2025 Q3	$5.45K	Hold	200	–	–	﹤0.01%	1023
2025 Q2	$6.11K	Hold	200	–	–	﹤0.01%	991
2025 Q1	$5.39K	Hold	200	–	–	﹤0.01%	977
2024 Q4	$7.18K	Hold	200	–	–	﹤0.01%	893
2024 Q3	$7.58K	Hold	200	–	–	﹤0.01%	861
2024 Q2	$9.05K	Hold	200	–	–	﹤0.01%	804
2024 Q1	$9.7K	Hold	200	–	–	﹤0.01%	772
2023 Q4	$10.7K	Hold	200	–	–	﹤0.01%	718
2023 Q3	$11.7K	Hold	200	–	–	﹤0.01%	675
2023 Q2	$12.6K	Hold	200	–	–	﹤0.01%	668
2023 Q1	$12.6K	Hold	200	–	–	﹤0.01%	627
2022 Q4	$11.2K	Hold	200	–	–	0.01%	604
2022 Q3	$11K	Buy	+200	New	+$13.2K	0.01%	618