AllSquare Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $805 | Hold |
95
| – | – | ﹤0.01% | 490 |
|
|
2025
Q2 | $661 | Hold |
95
| – | – | ﹤0.01% | 499 |
|
|
2025
Q1 | $595 | Hold |
95
| – | – | ﹤0.01% | 500 |
|
|
2024
Q4 | $478 | Hold |
95
| – | – | ﹤0.01% | 506 |
|
|
2024
Q3 | $645 | Hold |
95
| – | – | ﹤0.01% | 500 |
|
|
2024
Q2 | $649 | Hold |
95
| – | – | ﹤0.01% | 492 |
|
|
2024
Q1 | $628 | Hold |
95
| – | – | ﹤0.01% | 493 |
|
|
2023
Q4 | $553 | Hold |
95
| – | – | ﹤0.01% | 498 |
|
|
2023
Q3 | $393 | Hold |
95
| – | – | ﹤0.01% | 510 |
|
|
2023
Q2 | $326 | Hold |
95
| – | – | ﹤0.01% | 530 |
|
|
2023
Q1 | $280 | Hold |
95
| – | – | ﹤0.01% | 523 |
|
|
2022
Q4 | $259 | Hold |
95
| – | – | ﹤0.01% | 504 |
|
|
2022
Q3 | $0 | Hold |
95
| – | – | ﹤0.01% | 499 |
|
|
2022
Q2 | $0 | Hold |
95
| – | – | ﹤0.01% | 502 |
|
|
2022
Q1 | $1K | Hold |
95
| – | – | ﹤0.01% | 476 |
|
|
2021
Q4 | $0 | Hold |
95
| – | – | ﹤0.01% | 489 |
|
|
2021
Q3 | $1K | Hold |
95
| – | – | ﹤0.01% | 465 |
|
|
2021
Q2 | $1K | Hold |
95
| – | – | ﹤0.01% | 482 |
|
|
2021
Q1 | $1K | Hold |
95
| – | – | ﹤0.01% | 477 |
|
|
2020
Q4 | $0 | Hold |
95
| – | – | ﹤0.01% | 456 |
|
|
2020
Q3 | $0 | Hold |
95
| – | – | ﹤0.01% | 464 |
|
|
2020
Q2 | $0 | Hold |
95
| – | – | ﹤0.01% | 464 |
|
|
2020
Q1 | $0 | Hold |
95
| – | – | ﹤0.01% | 454 |
|
|
2019
Q4 | $1K | Hold |
95
| – | – | ﹤0.01% | 427 |
|
|
2019
Q3 | $1K | Hold |
95
| – | – | ﹤0.01% | 428 |
|
|
2019
Q2 | $1K | Hold |
95
| – | – | ﹤0.01% | 439 |
|
|
2019
Q1 | $1K | Hold |
95
| – | – | ﹤0.01% | 442 |
|
|
2018
Q4 | $1K | Hold |
95
| – | – | ﹤0.01% | 433 |
|
|
2018
Q3 | $1K | Hold |
95
| – | – | ﹤0.01% | 452 |
|
|
2018
Q2 | $1K | Hold |
95
| – | – | ﹤0.01% | 462 |
|
|
2018
Q1 | $1K | Hold |
95
| – | – | ﹤0.01% | 376 |
|
|
2017
Q4 | $1K | Hold |
95
| – | – | ﹤0.01% | 368 |
|
|
2017
Q3 | $1K | Buy |
+95
| New | +$1.2K | ﹤0.01% | 346 |
|
|
2017
Q2 | – | Sell |
-95
| Closed | -$1K | – | 185 |
|
|
2017
Q1 | $1K | Hold |
95
| – | – | ﹤0.01% | 345 |
|
|
2016
Q4 | $1K | Hold |
95
| – | – | ﹤0.01% | 316 |
|
|
2016
Q3 | $2K | Hold |
95
| – | – | ﹤0.01% | 284 |
|
|
2016
Q2 | $1K | Hold |
95
| – | – | ﹤0.01% | 287 |
|
|
2016
Q1 | $2K | Hold |
95
| – | – | ﹤0.01% | 273 |
|
|
2015
Q4 | $2K | Hold |
95
| – | – | ﹤0.01% | 274 |
|
|
2015
Q3 | $2K | Hold |
95
| – | – | ﹤0.01% | 283 |
|
|
2015
Q2 | $3K | Hold |
95
| – | – | ﹤0.01% | 292 |
|
|
2015
Q1 | $4K | Hold |
95
| – | – | ﹤0.01% | 279 |
|
|
2014
Q4 | $3K | Buy |
+95
| New | +$3.22K | ﹤0.01% | 289 |
|
Other funds holding BKD
FFL
AP
DM
CCM
MRCP
AllSquare Wealth Management's BKD Position: Q3 2025 in Review
AllSquare Wealth Management held its Brookdale Senior Living (BKD) position steady in Q3 2025 at 95 shares worth $805. The position accounts for ﹤0.01% of the portfolio, ranked #490.
AllSquare Wealth Management first reported a position in BKD in Q4 2014 and has held it in 43 quarters since. The position peaked at $4K in Q1 2015. 205 funds tracked by Wall St. Rank hold BKD as of Q3 2025.
- AllSquare Wealth Management held 95 shares of Brookdale Senior Living worth $805 as of Q3 2025.
- AllSquare Wealth Management left its Brookdale Senior Living share count unchanged in Q3 2025.
- Brookdale Senior Living made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #490 holding.
- AllSquare Wealth Management first reported a position in Brookdale Senior Living in Q4 2014 and has held it in 43 quarters since.
- AllSquare Wealth Management's Brookdale Senior Living position peaked at $4K in Q1 2015.
- 205 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q3 2025.
Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.