Number of Shares
95,090.00
Current Holdings Value*
$15.92 Mil
% of Portfolio
5.95%
Total Estimate Gain
$36.24 Mil
% of Total Estimate Gain
298.40%

Payson Total Return Fund's Broadcom Inc Holding Summary

As of 2025-03-31, FORUM FUNDS held 95,090.00 shares of Broadcom Inc(AVGO), totaling $15.92 Mil. This investment constitutes 5.95% of their stock portfolio, and FORUM FUNDS now holds 0% of the outstanding Broadcom Inc(AVGO) stock.

The initial trade took place in 2020Q1. And since then Payson Total Return Fund has made 3 purchases of AVGO, at an average price of $40.98, for a total of 296,400.00 shares. In addition, there have been 4 sales at an average price of $106.53 for 201,310.00 shares. Based on historical transaction data and AVGO's current price of $283.34, Payson Total Return Fund's estimated gain on his AVGO holdings is $36.24 Mil, reflecting a 298.40% gain to date.

Payson Total Return Fund AVGO ($283.34) Holding Chart

Payson Total Return Fund AVGO ($283.34) 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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