Aaron Wealth Advisors’s Brookdale Senior Living BKD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.24M	Sell	90,421 -710	-0.8%	-$9.95K	0.07%	188
2025 Q4	$983K	Sell	91,131 -1,428	-2%	-$14K	0.05%	248
2025 Q3	$784K	Hold	92,559	–	–	0.05%	290
2025 Q2	$644K	Sell	92,559 -8,386	-8%	-$54.5K	0.07%	188
2025 Q1	$632K	Buy	100,945 +320	+0.3%	+$1.71K	0.07%	177
2024 Q4	$506K	Hold	100,625	–	–	0.06%	197
2024 Q3	$683K	Hold	100,625	–	–	0.08%	155
2024 Q2	$687K	Hold	100,625	–	–	0.1%	136
2024 Q1	$665K	Hold	100,625	–	–	0.1%	130
2023 Q4	$586K	Sell	100,625 -19,912	-17%	-$93.4K	0.1%	124
2023 Q3	$499K	Hold	120,537	–	–	0.06%	149
2023 Q2	$509K	Hold	120,537	–	–	0.07%	154
2023 Q1	$356K	Buy	120,537 +11,213	+10%	+$32.2K	0.05%	185
2022 Q4	$298K	Buy	109,324 +9,101	+9%	+$34K	0.04%	193
2022 Q3	$428K	Buy	100,223 +223	+0.2%	+$1.06K	0.08%	127
2022 Q2	$454K	Sell	100,000 -605,000	-86%	-$3.57M	0.11%	109
2022 Q1	$100M	Buy	705,000 +595,000	+541%	+$3.63M	1.38%	16
2021 Q4	$567K	Hold	110,000	–	–	0.16%	88
2021 Q3	$693K	Hold	110,000	–	–	0.2%	67
2021 Q2	$869K	Hold	110,000	–	–	0.29%	59
2021 Q1	$665K	Hold	110,000	–	–	0.24%	63
2020 Q4	$487K	Buy	+110,000	New	+$406K	0.18%	81