Carson Wealth (CWM LLC)’s Flowserve FLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.4M | Sell |
45,839
-3,668
| -7% | -$192K | 0.01% | 890 |
|
|
2025
Q1 | $2.42M | Buy |
49,507
+131
| +0.3% | +$6.4K | 0.01% | 769 |
|
|
2024
Q4 | $2.84M | Buy |
49,376
+14,466
| +41% | +$832K | 0.01% | 656 |
|
|
2024
Q3 | $1.81M | Buy |
34,910
+13,865
| +66% | +$717K | 0.01% | 748 |
|
|
2024
Q2 | $1.01M | Buy |
21,045
+7,806
| +59% | +$375K | ﹤0.01% | 877 |
|
|
2024
Q1 | $605K | Buy |
13,239
+6,914
| +109% | +$316K | ﹤0.01% | 1060 |
|
|
2023
Q4 | $261K | Buy |
6,325
+4,339
| +218% | +$179K | ﹤0.01% | 1301 |
|
|
2023
Q3 | $79K | Buy |
1,986
+1,201
| +153% | +$47.8K | ﹤0.01% | 1774 |
|
|
2023
Q2 | $29K | Sell |
785
-13
| -2% | -$480 | ﹤0.01% | 2387 |
|
|
2023
Q1 | $27K | Buy |
798
+68
| +9% | +$2.3K | ﹤0.01% | 2285 |
|
|
2022
Q4 | $22K | Sell |
730
-44
| -6% | -$1.33K | ﹤0.01% | 2287 |
|
|
2022
Q3 | $19K | Buy |
774
+590
| +321% | +$14.5K | ﹤0.01% | 2246 |
|
|
2022
Q2 | $5K | Buy |
184
+50
| +37% | +$1.36K | ﹤0.01% | 2959 |
|
|
2022
Q1 | $5K | Buy |
134
+101
| +306% | +$3.77K | ﹤0.01% | 2818 |
|
|
2021
Q4 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 3277 |
|
|
2021
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 2753 |
|
|
2021
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 2753 |
|
|
2020
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 2753 |
|
|
2020
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 2753 |
|
|
2020
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 2753 |
|
|
2020
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 2753 |
|
|
2019
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 2753 |
|
|
2019
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 2753 |
|
|
2019
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 2753 |
|
|
2019
Q1 | $1K | Buy |
21
+6
| +40% | +$286 | ﹤0.01% | 2753 |
|
|
2018
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1883 |
|
|
2017
Q1 | – | Sell |
-30
| Closed | -$1K | – | 1215 |
|
|
2016
Q4 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 1043 |
|