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