AF
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Allworth Financial’s ZIM Integrated Shipping Services ZIM Stock Holding History

Allworth Financial’s Portfolio ZIM Stock Details ZIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$93.2K Hold
3,537
– – ﹤0.01% 1874
2025
Q4 		$75.1K Sell
3,537
-100
-3% -$1.68K ﹤0.01% 1933
2025
Q3 		$49.3K Hold
3,637
– – ﹤0.01% 2113
2025
Q2 		$58.5K Buy
3,637
+2,537
+231% +$40K ﹤0.01% 1860
2025
Q1 		$15.5K Hold
1,100
– – ﹤0.01% 2215
2024
Q4 		$18.2K Hold
1,100
– – ﹤0.01% 2165
2024
Q3 		$28.2K Hold
1,100
– – ﹤0.01% 1697
2024
Q2 		$18.6K Buy
1,100
+1,000
+1,000% +$16.2K ﹤0.01% 1927
2024
Q1 		$1.01K Hold
100
– – ﹤0.01% 3077
2023
Q4 		$987 Hold
100
– – ﹤0.01% 2947
2023
Q3 		$1.04K Hold
100
– – ﹤0.01% 2836
2023
Q2 		$1.24K Hold
100
– – ﹤0.01% 2660
2023
Q1 		$2.36K Buy
+100
New +$2.1K ﹤0.01% 2343

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