Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 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 | 12,188.96 | reported | 02 Mar 2026 | tx 20+13,407.09 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 02 Mar 2026 | GRANT_AWARD | ISABELLA BANK CORP | 2 | 48.54 USD | |
| 02 Mar 2026 | PURCHASE | ISABELLA BANK CORP | 55 | 31.47 USD | |
| 28 Jan 2026 | GRANT_AWARD | ISABELLA BANK CORP | 2,225.52 | 0.00 USD | |
| 20 Jan 2026 | PURCHASE | ISABELLA BANK CORP | 302.54 | 49.58 USD | |
| 01 Dec 2025 | GRANT_AWARD | ISABELLA BANK CORP | 2 | 43.50 USD | |
| 02 Sept 2025 | GRANT_AWARD | ISABELLA BANK CORP | 4 | 33.13 USD | |
| 02 Jun 2025 | GRANT_AWARD | ISABELLA BANK CORP | 4 | 27.01 USD | |
| 09 May 2025 | PURCHASE | ISABELLA BANK CORP | 15 | 27.60 USD | |
| 03 Mar 2025 | GRANT_AWARD | ISABELLA BANK CORP | 4 | 24.60 USD | |
| 31 Jan 2025 | GRANT_AWARD | ISABELLA BANK CORP | 1,289.78 | 0.00 USD | |
| 24 Jan 2025 | PURCHASE | ISABELLA BANK CORP | 581.4 | 25.80 USD | |
| 02 Dec 2024 | GRANT_AWARD | ISABELLA BANK CORP | 4 | 24.80 USD | |
| 03 Sept 2024 | GRANT_AWARD | ISABELLA BANK CORP | 389 | 19.28 USD | |
| 04 Jun 2024 | PURCHASE | ISABELLA BANK CORP | 27 | 18.50 USD | |
| 27 Jan 2023 | GRANT_AWARD | ISABELLA BANK CORP | 1,397.49 | 0.00 USD | |
| 26 Jan 2022 | GRANT_AWARD | ISABELLA BANK CORP | 3,183.91 | 0.00 USD | |
| 24 Feb 2021 | GRANT_AWARD | ISABELLA BANK CORP | 952.21 | 0.00 USD | |
| 05 Mar 2020 | GRANT_AWARD | ISABELLA BANK CORP | 1,196.66 | 0.00 USD | |
| 06 Mar 2019 | GRANT_AWARD | ISABELLA BANK CORP | 327.16 | 0.00 USD |