Payson Total Return Fund AAPL Holdings History
Payson Total Return Fund's Apple Inc Holding Summary
As of 2025-03-31, FORUM FUNDS held 86,226.00 shares of Apple Inc(AAPL), totaling $19.15 Mil. This investment constitutes 7.16% of their stock portfolio, and FORUM FUNDS now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q1. And since then Payson Total Return Fund has made 6 purchases of AAPL, at an average price of $119.87, for a total of 190,584.00 shares. In addition, there have been 4 sales at an average price of $131.68 for 104,358.00 shares. Based on historical transaction data and AAPL's current price of $210.02, Payson Total Return Fund's estimated gain on his AAPL holdings is $9.01 Mil, reflecting a 39.43% gain to date.
Payson Total Return Fund AAPL ($210.02) Holding Chart
Payson Total Return Fund AAPL ($210.02) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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