Nisa Investment 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 | $488 | Sell |
16
-14
| -47% | -$427 | ﹤0.01% | 2882 |
|
2025
Q1 | $809 | Sell |
30
-30
| -50% | -$809 | ﹤0.01% | 2691 |
|
2024
Q4 | $2.15K | Sell |
60
-174
| -74% | -$6.24K | ﹤0.01% | 2465 |
|
2024
Q3 | $8.87K | Buy |
234
+195
| +500% | +$7.39K | ﹤0.01% | 2120 |
|
2024
Q2 | $1.76K | Sell |
39
-214
| -85% | -$9.68K | ﹤0.01% | 2395 |
|
2024
Q1 | $12.3K | Buy |
253
+248
| +4,960% | +$12K | ﹤0.01% | 2004 |
|
2023
Q4 | $268 | Sell |
5
-205
| -98% | -$11K | ﹤0.01% | 2513 |
|
2023
Q3 | $12.3K | Buy |
210
+200
| +2,000% | +$11.7K | ﹤0.01% | 2135 |
|
2023
Q2 | $630 | Hold |
10
| – | – | ﹤0.01% | 2515 |
|
2023
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 2473 |
|
2022
Q3 | – | Sell |
-50
| Closed | -$4K | – | 2639 |
|
2022
Q2 | $4K | Sell |
50
-206
| -80% | -$16.5K | ﹤0.01% | 2302 |
|
2022
Q1 | $20K | Buy |
256
+146
| +133% | +$11.4K | ﹤0.01% | 2053 |
|
2021
Q4 | $11K | Hold |
110
| – | – | ﹤0.01% | 2018 |
|
2021
Q3 | $10 | Hold |
110
| – | – | ﹤0.01% | 2204 |
|
2021
Q2 | $11 | Hold |
110
| – | – | ﹤0.01% | 2218 |
|
2021
Q1 | $11 | Buy |
110
+100
| +1,000% | +$10 | ﹤0.01% | 2201 |
|
2020
Q4 | $1K | Sell |
10
-100
| -91% | -$10K | ﹤0.01% | 2293 |
|
2020
Q3 | $8K | Hold |
110
| – | – | ﹤0.01% | 2149 |
|
2020
Q2 | $8K | Hold |
110
| – | – | ﹤0.01% | 1960 |
|
2020
Q1 | $6K | Hold |
110
| – | – | ﹤0.01% | 1938 |
|
2019
Q4 | $9K | Hold |
110
| – | – | ﹤0.01% | 1851 |
|
2019
Q3 | $8K | Hold |
110
| – | – | ﹤0.01% | 1836 |
|
2019
Q2 | $9K | Hold |
110
| – | – | ﹤0.01% | 1788 |
|
2019
Q1 | $9K | Hold |
110
| – | – | ﹤0.01% | 1795 |
|
2018
Q4 | $13K | Hold |
110
| – | – | ﹤0.01% | 1586 |
|
2018
Q3 | $13K | Hold |
110
| – | – | ﹤0.01% | 1654 |
|
2018
Q2 | $13K | Hold |
110
| – | – | ﹤0.01% | 1661 |
|
2018
Q1 | $9K | Hold |
110
| – | – | ﹤0.01% | 1691 |
|
2017
Q4 | $8K | Hold |
110
| – | – | ﹤0.01% | 1779 |
|
2017
Q3 | $6K | Hold |
110
| – | – | ﹤0.01% | 1806 |
|
2017
Q2 | $7K | Hold |
110
| – | – | ﹤0.01% | 1788 |
|
2017
Q1 | $6K | Sell |
110
-90
| -45% | -$4.91K | ﹤0.01% | 1787 |
|
2016
Q4 | $12K | Hold |
200
| – | – | ﹤0.01% | 1774 |
|
2016
Q3 | $14K | Hold |
200
| – | – | ﹤0.01% | 1746 |
|
2016
Q2 | $11K | Hold |
200
| – | – | ﹤0.01% | 1781 |
|
2016
Q1 | $12K | Sell |
200
-4,000
| -95% | -$240K | ﹤0.01% | 1746 |
|
2015
Q4 | $268K | Hold |
4,200
| – | – | ﹤0.01% | 1118 |
|
2015
Q3 | $306K | Buy |
+4,200
| New | +$306K | ﹤0.01% | 1104 |
|
2013
Q4 | – | Sell |
-6,000
| Closed | -$260K | – | 1328 |
|
2013
Q3 | $260K | Buy |
+6,000
| New | +$260K | ﹤0.01% | 1200 |
|