Payson Total Return Fund LOW Holdings History
Payson Total Return Fund's Lowe's Companies Inc Holding Summary
As of 2025-03-31, FORUM FUNDS held 12,316.00 shares of Lowe's Companies Inc(LOW), totaling $2.87 Mil. This investment constitutes 1.07% of their stock portfolio, and FORUM FUNDS now holds 0% of the outstanding Lowe's Companies Inc(LOW) stock.
The initial trade took place in 2023Q4. And since then Payson Total Return Fund has made 3 purchases of LOW, at an average price of $227.24, for a total of 33,933.00 shares. In addition, there have been 1 sales at an average price of $242.19 for 21,617.00 shares. Based on historical transaction data and LOW's current price of $219.16, Payson Total Return Fund's estimated gain on his LOW holdings is $223,498.09, reflecting a 2.90% gain to date.
Payson Total Return Fund LOW ($219.16) Holding Chart
Payson Total Return Fund LOW ($219.16) 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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