Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 8 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 | 9,815.81 | reported | 02 Mar 2026 | tx 31+9,490.17 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 02 Mar 2026 | GRANT_AWARD | ISABELLA BANK CORP | 251 | 48.54 USD | |
| 01 Dec 2025 | GRANT_AWARD | ISABELLA BANK CORP | 27 | 43.50 USD | |
| 02 Sept 2025 | GRANT_AWARD | ISABELLA BANK CORP | 35 | 33.13 USD | |
| 02 Jun 2025 | GRANT_AWARD | ISABELLA BANK CORP | 43 | 27.01 USD | |
| 03 Mar 2025 | GRANT_AWARD | ISABELLA BANK CORP | 931 | 24.60 USD | |
| 02 Dec 2024 | GRANT_AWARD | ISABELLA BANK CORP | 35 | 24.80 USD | |
| 03 Sept 2024 | GRANT_AWARD | ISABELLA BANK CORP | 45 | 19.28 USD | |
| 03 Jun 2024 | GRANT_AWARD | ISABELLA BANK CORP | 44 | 19.50 USD | |
| 01 Mar 2024 | GRANT_AWARD | ISABELLA BANK CORP | 1,148 | 19.64 USD | |
| 01 Dec 2023 | GRANT_AWARD | ISABELLA BANK CORP | 56 | 19.99 USD | |
| 01 Sept 2023 | GRANT_AWARD | ISABELLA BANK CORP | 25 | 20.10 USD | |
| 01 Jun 2023 | GRANT_AWARD | ISABELLA BANK CORP | 172 | 23.75 USD | |
| 01 Mar 2023 | GRANT_AWARD | ISABELLA BANK CORP | 1,663 | 24.40 USD | |
| 27 Jan 2023 | PURCHASE | ISABELLA BANK CORP | 291.11 | 22.50 USD | |
| 27 Oct 2022 | PURCHASE | ISABELLA BANK CORP | 364.44 | 22.50 USD | |
| 29 Jul 2022 | PURCHASE | ISABELLA BANK CORP | 275.79 | 23.75 USD | |
| 28 Jul 2022 | PURCHASE | ISABELLA BANK CORP | 6.33 | 23.70 USD | anomaly |
| 29 Apr 2022 | PURCHASE | ISABELLA BANK CORP | 262.85 | 25.49 USD | |
| 25 Feb 2022 | PURCHASE | ISABELLA BANK CORP | 391.39 | 25.55 USD | |
| 26 Jan 2022 | PURCHASE | ISABELLA BANK CORP | 298 | 25.00 USD | |
| 31 Dec 2021 | PURCHASE | ISABELLA BANK CORP | 105.88 | 25.50 USD | |
| 29 Oct 2021 | PURCHASE | ISABELLA BANK CORP | 5.63 | 26.65 USD | anomaly |
| 28 Oct 2021 | PURCHASE | ISABELLA BANK CORP | 195.12 | 26.65 USD | |
| 30 Jul 2021 | PURCHASE | ISABELLA BANK CORP | 234.65 | 22.80 USD | |
| 22 Apr 2021 | PURCHASE | ISABELLA BANK CORP | 263.83 | 23.50 USD |