Geneos Wealth Management’s Carnival PLC CUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $172K | Sell |
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|
2025
Q2 | $178K | Sell |
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|
2025
Q1 | $368K | Buy |
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|
2024
Q4 | $157K | Hold |
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|
2024
Q3 | $117K | Hold |
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|
2024
Q2 | $120K | Hold |
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|
2024
Q1 | $103K | Hold |
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|
2023
Q4 | $118K | Hold |
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|
2023
Q3 | $85.7K | Hold |
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|
2023
Q2 | $119K | Hold |
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|
2023
Q1 | $64K | Hold |
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|
2022
Q4 | $50.3K | Hold |
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|
2022
Q3 | $43K | Sell |
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|
2022
Q2 | $74K | Buy |
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|
2022
Q1 | $149K | Hold |
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|
2021
Q4 | $151K | Buy |
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|
2021
Q3 | $57K | Hold |
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|
2021
Q2 | $56K | Hold |
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|
2021
Q1 | $57K | Hold |
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|
2020
Q4 | $53K | Buy |
|