Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 30 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 | 8,871.18 | reported | 01 May 2025 | tx 215+4,565.97−5,441.08 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 May 2025 | PURCHASE | ISABELLA BANK CORP | 10.12 | 24.70 USD | |
| 01 Apr 2025 | PURCHASE | ISABELLA BANK CORP | 22.31 | 22.41 USD | |
| 04 Mar 2025 | PURCHASE | ISABELLA BANK CORP | 21.4 | 23.37 USD | |
| 03 Feb 2025 | PURCHASE | ISABELLA BANK CORP | 30.6 | 24.51 USD | |
| 02 Jan 2025 | PURCHASE | ISABELLA BANK CORP | 20.25 | 24.69 USD | |
| 02 Dec 2024 | PURCHASE | ISABELLA BANK CORP | 21.13 | 23.66 USD | |
| 01 Nov 2024 | PURCHASE | ISABELLA BANK CORP | 24.31 | 20.57 USD | |
| 01 Oct 2024 | PURCHASE | ISABELLA BANK CORP | 24.81 | 20.15 USD | |
| 03 Sept 2024 | PURCHASE | ISABELLA BANK CORP | 41.16 | 18.22 USD | |
| 01 Aug 2024 | PURCHASE | ISABELLA BANK CORP | 26.41 | 18.93 USD | |
| 01 Jul 2024 | PURCHASE | ISABELLA BANK CORP | 28.92 | 17.29 USD | |
| 03 Jun 2024 | PURCHASE | ISABELLA BANK CORP | 28.03 | 17.84 USD | |
| 01 May 2024 | PURCHASE | ISABELLA BANK CORP | 29.22 | 17.11 USD | |
| 01 Apr 2024 | PURCHASE | ISABELLA BANK CORP | 27.13 | 18.43 USD | |
| 01 Mar 2024 | PURCHASE | ISABELLA BANK CORP | 40.58 | 18.48 USD | |
| 01 Feb 2024 | PURCHASE | ISABELLA BANK CORP | 24.44 | 20.46 USD | |
| 02 Jan 2024 | PURCHASE | ISABELLA BANK CORP | 24.49 | 20.42 USD | |
| 01 Dec 2023 | PURCHASE | ISABELLA BANK CORP | 26.5 | 18.87 USD | |
| 01 Nov 2023 | PURCHASE | ISABELLA BANK CORP | 25.5 | 19.61 USD | |
| 02 Oct 2023 | PURCHASE | ISABELLA BANK CORP | 25 | 20.00 USD | |
| 01 Sept 2023 | PURCHASE | ISABELLA BANK CORP | 39.29 | 19.09 USD | |
| 01 Aug 2023 | PURCHASE | ISABELLA BANK CORP | 25.6 | 19.53 USD | |
| 03 Jul 2023 | PURCHASE | ISABELLA BANK CORP | 25.67 | 19.48 USD | |
| 01 Jun 2023 | PURCHASE | ISABELLA BANK CORP | 25.01 | 19.99 USD | |
| 01 May 2023 | PURCHASE | ISABELLA BANK CORP | 22.53 | 22.19 USD |
3 purchases reported after at least 12 months of silence — most recent on 01 Jul 2022.