Carson Wealth (CWM LLC)’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $875K | Buy |
13,362
+487
| +4% | +$31.1K | ﹤0.01% | 1624 |
|
|
2025
Q4 | $778K | Buy |
12,875
+7,196
| +127% | +$445K | ﹤0.01% | 1654 |
|
|
2025
Q3 | $329K | Buy |
5,679
+1,084
| +24% | +$57.6K | ﹤0.01% | 2051 |
|
|
2025
Q2 | $229K | Buy |
4,595
+3,314
| +259% | +$129K | ﹤0.01% | 2059 |
|
|
2025
Q1 | $42K | Buy |
1,281
+542
| +73% | +$21.2K | ﹤0.01% | 3111 |
|
|
2024
Q4 | $28K | Sell |
739
-101
| -12% | -$3.74K | ﹤0.01% | 3219 |
|
|
2024
Q3 | $28K | Sell |
840
-70
| -8% | -$2.15K | ﹤0.01% | 3140 |
|
|
2024
Q2 | $27K | Buy |
910
+1
| +0.1% | +$30 | ﹤0.01% | 2913 |
|
|
2024
Q1 | $26K | Sell |
909
-1,226
| -57% | -$32.2K | ﹤0.01% | 2727 |
|
|
2023
Q4 | $49K | Buy |
2,135
+1,026
| +93% | +$20.5K | ﹤0.01% | 2192 |
|
|
2023
Q3 | $23K | Sell |
1,109
-616
| -36% | -$12.5K | ﹤0.01% | 2599 |
|
|
2023
Q2 | $36K | Sell |
1,725
-1,538
| -47% | -$27.4K | ﹤0.01% | 2226 |
|
|
2023
Q1 | $57K | Sell |
3,263
-2,387
| -42% | -$41.3K | ﹤0.01% | 1785 |
|
|
2022
Q4 | $91K | Buy |
5,650
+5,109
| +944% | +$76.7K | ﹤0.01% | 1420 |
|
|
2022
Q3 | $7K | Hold |
541
| – | – | ﹤0.01% | 2890 |
|
|
2022
Q2 | $6K | Hold |
541
| – | – | ﹤0.01% | 2876 |
|
|
2022
Q1 | $8K | Sell |
541
-489
| -47% | -$6.25K | ﹤0.01% | 2616 |
|
|
2021
Q4 | $14K | Buy |
+1,030
| New | +$13.9K | ﹤0.01% | 2167 |
|
|
2021
Q2 | $7K | Hold |
541
| – | – | ﹤0.01% | 2241 |
|
|
2021
Q1 | $7K | Hold |
541
| – | – | ﹤0.01% | 2241 |
|
|
2020
Q4 | $7K | Hold |
541
| – | – | ﹤0.01% | 2241 |
|
|
2020
Q3 | $7K | Hold |
541
| – | – | ﹤0.01% | 2240 |
|
|
2020
Q2 | $7K | Hold |
541
| – | – | ﹤0.01% | 2240 |
|
|
2020
Q1 | $7K | Hold |
541
| – | – | ﹤0.01% | 2240 |
|
|
2019
Q4 | $7K | Hold |
541
| – | – | ﹤0.01% | 2240 |
|
|
2019
Q3 | $7K | Hold |
541
| – | – | ﹤0.01% | 2239 |
|
|
2019
Q2 | $7K | Hold |
541
| – | – | ﹤0.01% | 2239 |
|
|
2019
Q1 | $7K | Buy |
541
+195
| +56% | +$1.4K | ﹤0.01% | 2239 |
|
|
2018
Q4 | $2K | Sell |
346
-782
| -69% | -$5.46K | ﹤0.01% | 1749 |
|
|
2018
Q3 | $11K | Hold |
1,128
| – | – | ﹤0.01% | 1129 |
|
|
2018
Q2 | $12K | Buy |
1,128
+649
| +135% | +$7.28K | ﹤0.01% | 950 |
|
|
2018
Q1 | $6K | Buy |
479
+133
| +38% | +$1.81K | ﹤0.01% | 965 |
|
|
2017
Q4 | $5K | Hold |
346
| – | – | ﹤0.01% | 1085 |
|
|
2017
Q3 | $4K | Sell |
346
-453
| -57% | -$5.58K | ﹤0.01% | 1132 |
|
|
2017
Q2 | $10K | Hold |
799
| – | – | ﹤0.01% | 775 |
|
|
2017
Q1 | $10K | Buy |
799
+583
| +270% | +$6.98K | ﹤0.01% | 748 |
|
|
2016
Q4 | $2K | Buy |
+216
| New | +$2.31K | ﹤0.01% | 979 |
|
Other funds holding FLEX
Carson Wealth (CWM LLC)'s FLEX Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Flex (FLEX) stake by 3.8% in Q1 2026, buying an estimated $31.1K and bringing the position to 13,362 shares worth $875K. The position accounts for ﹤0.01% of the portfolio, ranked #1624.
Carson Wealth (CWM LLC) first reported a position in FLEX in Q4 2016 and has held it in 37 quarters since. 786 funds tracked by Wall St. Rank hold FLEX as of Q1 2026.
- Carson Wealth (CWM LLC) held 13,362 shares of Flex worth $875K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 487 Flex shares in Q1 2026, an estimated $31.1K.
- Flex made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1624 holding.
- Carson Wealth (CWM LLC) first reported a position in Flex in Q4 2016 and has held it in 37 quarters since.
- 786 funds tracked by Wall St. Rank held Flex as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.