Zurich Cantonal Bank’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 | $76.5K | Hold |
2,507
| – | – | ﹤0.01% | 2408 |
|
2025
Q1 | $67.6K | Hold |
2,507
| – | – | ﹤0.01% | 2483 |
|
2024
Q4 | $90K | Hold |
2,507
| – | – | ﹤0.01% | 2462 |
|
2024
Q3 | $95.1K | Hold |
2,507
| – | – | ﹤0.01% | 2439 |
|
2024
Q2 | $113K | Sell |
2,507
-2
| -0.1% | -$90 | ﹤0.01% | 2324 |
|
2024
Q1 | $122K | Hold |
2,509
| – | – | ﹤0.01% | 2301 |
|
2023
Q4 | $134K | Sell |
2,509
-867
| -26% | -$46.5K | ﹤0.01% | 2301 |
|
2023
Q3 | $198K | Buy |
3,376
+1,274
| +61% | +$74.7K | ﹤0.01% | 1978 |
|
2023
Q2 | $133K | Sell |
2,102
-10
| -0.5% | -$630 | ﹤0.01% | 2189 |
|
2023
Q1 | $133K | Buy |
2,112
+558
| +36% | +$35.1K | ﹤0.01% | 2115 |
|
2022
Q4 | $82.7K | Hold |
1,554
| – | – | ﹤0.01% | 2386 |
|
2022
Q3 | $87K | Hold |
1,554
| – | – | ﹤0.01% | 2333 |
|
2022
Q2 | $112K | Hold |
1,554
| – | – | ﹤0.01% | 2156 |
|
2022
Q1 | $123K | Hold |
1,554
| – | – | ﹤0.01% | 2184 |
|
2021
Q4 | $157K | Hold |
1,554
| – | – | ﹤0.01% | 2242 |
|
2021
Q3 | $143K | Hold |
1,554
| – | – | ﹤0.01% | 2128 |
|
2021
Q2 | $159K | Hold |
1,554
| – | – | ﹤0.01% | 1959 |
|
2021
Q1 | $152K | Hold |
1,554
| – | – | ﹤0.01% | 1936 |
|
2020
Q4 | $120K | Hold |
1,554
| – | – | ﹤0.01% | 2138 |
|
2020
Q3 | $114K | Hold |
1,554
| – | – | ﹤0.01% | 1926 |
|
2020
Q2 | $114K | Hold |
1,554
| – | – | ﹤0.01% | 1876 |
|
2020
Q1 | $90K | Buy |
1,554
+849
| +120% | +$49.2K | ﹤0.01% | 1662 |
|
2019
Q4 | $55K | Hold |
705
| – | – | ﹤0.01% | 2097 |
|
2019
Q3 | $48K | Hold |
705
| – | – | ﹤0.01% | 2082 |
|
2019
Q2 | $56K | Hold |
705
| – | – | ﹤0.01% | 1988 |
|
2019
Q1 | $59K | Sell |
705
-153
| -18% | -$12.8K | ﹤0.01% | 1901 |
|
2018
Q4 | $101K | Buy |
858
+165
| +24% | +$19.4K | ﹤0.01% | 1599 |
|
2018
Q3 | $84K | Hold |
693
| – | – | ﹤0.01% | 1820 |
|
2018
Q2 | $80K | Hold |
693
| – | – | ﹤0.01% | 1797 |
|
2018
Q1 | $60K | Hold |
693
| – | – | ﹤0.01% | 1944 |
|
2017
Q4 | $51K | Buy |
693
+311
| +81% | +$22.9K | ﹤0.01% | 2062 |
|
2017
Q3 | $22K | Hold |
382
| – | – | ﹤0.01% | 2232 |
|
2017
Q2 | $24K | Hold |
382
| – | – | ﹤0.01% | 2183 |
|
2017
Q1 | $22K | Hold |
382
| – | – | ﹤0.01% | 2266 |
|
2016
Q4 | $23K | Hold |
382
| – | – | ﹤0.01% | 2204 |
|
2016
Q3 | $26K | Sell |
382
-13,426
| -97% | -$914K | ﹤0.01% | 2126 |
|
2016
Q2 | $769K | Hold |
13,808
| – | – | 0.01% | 751 |
|
2016
Q1 | $838K | Hold |
13,808
| – | – | 0.01% | 743 |
|
2015
Q4 | $882K | Buy |
13,808
+1,758
| +15% | +$112K | 0.01% | 730 |
|
2015
Q3 | $808K | Sell |
12,050
-1,550
| -11% | -$104K | 0.01% | 736 |
|
2015
Q2 | $929K | Hold |
13,600
| – | – | 0.01% | 731 |
|
2015
Q1 | $756K | Buy |
+13,600
| New | +$756K | 0.01% | 762 |
|