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Venturi Wealth Management’s Usana Health Sciences USNA Stock Holding History

Venturi Wealth Management’s Portfolio USNA Stock Details USNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-110
Closed -$4.17K – 2057
2024
Q3 		$4.17K Buy
+110
New +$4.52K ﹤0.01% 1531

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Venturi Wealth Management's USNA Position: Q4 2024 in Review

Venturi Wealth Management sold out of Usana Health Sciences (USNA) in Q4 2024, closing a stake of 110 shares — an estimated $4.17K sold.

Venturi Wealth Management first reported a position in USNA in Q3 2024 and held it in 1 quarter. The position peaked at $4.17K in Q3 2024. 152 funds tracked by Wall St. Rank hold USNA as of Q4 2024.

  • Venturi Wealth Management reported no remaining Usana Health Sciences position as of Q4 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 110 Usana Health Sciences shares in Q4 2024, an estimated $4.17K.
  • Venturi Wealth Management first reported a position in Usana Health Sciences in Q3 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Usana Health Sciences position peaked at $4.17K in Q3 2024.
  • 152 funds tracked by Wall St. Rank held Usana Health Sciences as of Q4 2024.

Based on Venturi Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.