Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$537,724.08
% of Total Estimate Gain
5.43%

Payson Total Return Fund's WEX Inc Holding Summary

As of 2025-03-31, FORUM FUNDS held - shares of WEX Inc(WEX), totaling N/A. This investment constitutes 0% of their stock portfolio, and FORUM FUNDS now holds 0% of the outstanding WEX Inc(WEX) stock.

The initial trade took place in 2023Q4. And since then Payson Total Return Fund has made 2 purchases of WEX, at an average price of $182.78, for a total of 54,222.00 shares. In addition, there have been 2 sales at an average price of $192.70 for 54,222.00 shares. Based on historical transaction data and WEX's current price of $153.55, Payson Total Return Fund's estimated gain on his WEX holdings is $537,724.08, reflecting a 5.43% gain to date.

Payson Total Return Fund WEX ($153.55) Holding Chart

Payson Total Return Fund WEX ($153.55) 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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