KTM
Keeler Thomas Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,736
| Closed | -$3M | – | 129 |
|
|
2025
Q1 | $3M | Sell |
5,736
-5,395
| -48% | -$2.83M | 1.47% | 20 |
|
|
2024
Q4 | $5.63M | Sell |
11,131
-198
| -2% | -$100K | 2.01% | 19 |
|
|
2024
Q3 | $6.62M | Sell |
11,329
-161
| -1% | -$94.1K | 2.09% | 12 |
|
|
2024
Q2 | $5.85M | Buy |
11,490
+354
| +3% | +$180K | 1.99% | 16 |
|
|
2024
Q1 | $5.51M | Buy |
11,136
+958
| +9% | +$474K | 1.89% | 17 |
|
|
2023
Q4 | $5.36M | Sell |
10,178
-284
| -3% | -$150K | 2.11% | 17 |
|
|
2023
Q3 | $5.27M | Sell |
10,462
-308
| -3% | -$155K | 1.95% | 16 |
|
|
2023
Q2 | $5.18M | Buy |
10,770
+14
| +0.1% | +$6.73K | 2.09% | 17 |
|
|
2023
Q1 | $5.08M | Sell |
10,756
-3,749
| -26% | -$1.77M | 2.39% | 13 |
|
|
2022
Q4 | $7.69M | Sell |
14,505
-596
| -4% | -$316K | 3.88% | 5 |
|
|
2022
Q3 | $7.63M | Sell |
15,101
-72
| -0.5% | -$36.4K | 3.87% | 6 |
|
|
2022
Q2 | $7.79M | Buy |
15,173
+1,465
| +11% | +$753K | 3.86% | 5 |
|
|
2022
Q1 | $6.99M | Buy |
13,708
+1,427
| +12% | +$728K | 3.36% | 9 |
|
|
2021
Q4 | $6.17M | Buy |
12,281
+110
| +0.9% | +$55.2K | 2.67% | 11 |
|
|
2021
Q3 | $4.76M | Buy |
12,171
+681
| +6% | +$266K | 2.27% | 12 |
|
|
2021
Q2 | $4.6M | Sell |
11,490
-64
| -0.6% | -$25.6K | 2.25% | 11 |
|
|
2021
Q1 | $4.3M | Buy |
11,554
+1,525
| +15% | +$567K | 2.26% | 13 |
|
|
2020
Q4 | $3.52M | Sell |
10,029
-314
| -3% | -$110K | 1.98% | 18 |
|
|
2020
Q3 | $3.22M | Buy |
10,343
+4,543
| +78% | +$1.42M | 2.03% | 20 |
|
|
2020
Q2 | $1.74M | Buy |
5,800
+1,985
| +52% | +$597K | 1.26% | 33 |
|
|
2020
Q1 | $951K | Buy |
3,815
+656
| +21% | +$164K | 1.11% | 32 |
|
|
2019
Q4 | $928K | Buy |
3,159
+215
| +7% | +$63.2K | 0.66% | 40 |
|
|
2019
Q3 | $666K | Buy |
2,944
+2,325
| +376% | +$526K | 0.51% | 47 |
|
|
2019
Q2 | $370K | Buy |
+619
| New | +$370K | 0.3% | 49 |
|
|
2018
Q1 | – | Sell |
-269
| Closed | -$59K | – | 139 |
|
|
2017
Q4 | $59K | Buy |
+269
| New | +$59K | 0.05% | 82 |
|