AWA
Aaron Wealth Advisors’s Brookdale Senior Living BKD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $644K | Sell |
92,559
-8,386
| -8% | -$58.4K | 0.07% | 188 |
|
|
2025
Q1 | $632K | Buy |
100,945
+320
| +0.3% | +$2K | 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% | -$116K | 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% | +$33.1K | 0.05% | 185 |
|
|
2022
Q4 | $298K | Buy |
109,324
+9,101
| +9% | +$24.8K | 0.04% | 192 |
|
|
2022
Q3 | $428K | Buy |
100,223
+223
| +0.2% | +$952 | 0.08% | 127 |
|
|
2022
Q2 | $454K | Sell |
100,000
-605,000
| -86% | -$2.75M | 0.11% | 109 |
|
|
2022
Q1 | $100M | Buy |
705,000
+595,000
| +541% | +$84.4M | 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 | +$487K | 0.18% | 81 |
|