Petrus Trust Company’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 | – | Sell |
-13,411
| Closed | -$362K | – | 743 |
|
2025
Q1 | $362K | Buy |
+13,411
| New | +$362K | 0.03% | 328 |
|
2020
Q3 | – | Sell |
-4,430
| Closed | -$325K | – | 370 |
|
2020
Q2 | $325K | Buy |
+4,430
| New | +$325K | 0.04% | 58 |
|
2019
Q2 | – | Sell |
-4,114
| Closed | -$345K | – | 350 |
|
2019
Q1 | $345K | Buy |
+4,114
| New | +$345K | 0.07% | 85 |
|