Private Wealth Management Group’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 | $1.41K | Buy |
+46
| New | +$1.41K | ﹤0.01% | 1189 |
|
2025
Q1 | – | Sell |
-28
| Closed | -$1.01K | – | 1592 |
|
2024
Q4 | $1.01K | Hold |
28
| – | – | ﹤0.01% | 1307 |
|
2024
Q3 | $1.06K | Buy |
+28
| New | +$1.06K | ﹤0.01% | 1267 |
|
2024
Q2 | – | Sell |
-17
| Closed | -$825 | – | 1610 |
|
2024
Q1 | $825 | Buy |
+17
| New | +$825 | ﹤0.01% | 1327 |
|