Payson Total Return Fund V Holdings History
Payson Total Return Fund's Visa Inc Holding Summary
As of 2025-03-31, FORUM FUNDS held 33,616.00 shares of Visa Inc(V), totaling $11.78 Mil. This investment constitutes 4.41% of their stock portfolio, and FORUM FUNDS now holds 0% of the outstanding Visa Inc(V) stock.
The initial trade took place in 2020Q1. And since then Payson Total Return Fund has made 1 purchases of V, at an average price of $194.84, for a total of 50,825.00 shares. In addition, there have been 4 sales at an average price of $233.63 for 17,209.00 shares. Based on historical transaction data and V's current price of $349.71, Payson Total Return Fund's estimated gain on his V holdings is $5.87 Mil, reflecting a 59.31% gain to date.
Payson Total Return Fund V ($349.71) Holding Chart
Payson Total Return Fund V ($349.71) 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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