Sequoia Financial 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
2023
Q4
Sell
-4,803
Closed -$282K 1227
2023
Q3
$282K Sell
4,803
-40
-0.8% -$2.34K ﹤0.01% 711
2023
Q2
$305K Sell
4,843
-165
-3% -$10.4K 0.01% 692
2023
Q1
$315K Buy
5,008
+921
+23% +$57.9K 0.01% 604
2022
Q4
$217K Buy
+4,087
New +$217K 0.01% 706