Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 41 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| ISABELLA BANK CORP | 5,860.607 | reported | 18 May 2026 | tx 88+5,369.968 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 18 May 2026 | PURCHASE | ISABELLA BANK CORP | 7.308 | 41.05 USD | |
| 16 Mar 2026 | PURCHASE | ISABELLA BANK CORP | 6.81 | 44.03 USD | |
| 02 Mar 2026 | GRANT_AWARD | ISABELLA BANK CORP | 8 | 48.54 USD | |
| 17 Feb 2026 | PURCHASE | ISABELLA BANK CORP | 5.85 | 51.30 USD | |
| 17 Nov 2025 | PURCHASE | ISABELLA BANK CORP | 7.63 | 39.33 USD | |
| 16 Oct 2025 | PURCHASE | ISABELLA BANK CORP | 8.06 | 37.23 USD | |
| 16 Dec 2025 | PURCHASE | ISABELLA BANK CORP | 5.87 | 51.07 USD | |
| 16 Sept 2025 | PURCHASE | ISABELLA BANK CORP | 9.02 | 33.25 USD | |
| 16 Jan 2026 | PURCHASE | ISABELLA BANK CORP | 6 | 50.00 USD | |
| 20 Jan 2026 | PURCHASE | ISABELLA BANK CORP | 242.03 | 49.58 USD | anomaly |
| 01 Dec 2025 | GRANT_AWARD | ISABELLA BANK CORP | 8 | 43.50 USD | |
| 02 Sept 2025 | GRANT_AWARD | ISABELLA BANK CORP | 11 | 33.13 USD | |
| 18 Aug 2025 | PURCHASE | ISABELLA BANK CORP | 9.38 | 32.00 USD | |
| 16 Jul 2025 | PURCHASE | ISABELLA BANK CORP | 9.37 | 32.02 USD | |
| 16 Jun 2025 | PURCHASE | ISABELLA BANK CORP | 9.09 | 33.02 USD | |
| 02 Jun 2025 | GRANT_AWARD | ISABELLA BANK CORP | 14 | 27.01 USD | |
| 16 May 2025 | PURCHASE | ISABELLA BANK CORP | 10.8 | 27.79 USD | |
| 16 Apr 2025 | PURCHASE | ISABELLA BANK CORP | 12.27 | 24.45 USD | |
| 17 Mar 2025 | PURCHASE | ISABELLA BANK CORP | 12.9 | 23.25 USD | |
| 03 Mar 2025 | GRANT_AWARD | ISABELLA BANK CORP | 14 | 24.60 USD | |
| 18 Feb 2025 | PURCHASE | ISABELLA BANK CORP | 11.79 | 25.44 USD | |
| 17 Jun 2024 | PURCHASE | ISABELLA BANK CORP | 10.81 | 18.50 USD | |
| 24 Jan 2025 | PURCHASE | ISABELLA BANK CORP | 465.12 | 25.80 USD | anomaly |
| 16 Jan 2025 | PURCHASE | ISABELLA BANK CORP | 7.84 | 25.50 USD | |
| 16 Dec 2024 | PURCHASE | ISABELLA BANK CORP | 8.04 | 24.87 USD |