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Bartlett & Co Wealth Management’s ZIM Integrated Shipping Services ZIM Stock Holding History

Bartlett & Co Wealth Management’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
2025
Q4 		– Sell
-40
Closed -$542 – 1273
2025
Q3 		$542 Hold
40
– – ﹤0.01% 1137
2025
Q2 		$644 Sell
40
-60
-60% -$945 ﹤0.01% 1161
2025
Q1 		$1.78K Buy
100
+60
+150% +$1.13K ﹤0.01% 1078
2024
Q4 		$859 Hold
40
– – ﹤0.01% 1080
2024
Q3 		$1.03K Hold
40
– – ﹤0.01% 1077
2024
Q2 		$887 Hold
40
– – ﹤0.01% 1091
2024
Q1 		$405 Sell
40
-2,000
-98% -$24.3K ﹤0.01% 1088
2023
Q4 		$19.9K Hold
2,040
– – ﹤0.01% 884
2023
Q3 		$21.3K Sell
2,040
-2,000
-50% -$25.4K ﹤0.01% 813
2023
Q2 		$50.1K Buy
+4,040
New +$65K ﹤0.01% 668

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CI
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MMH
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YDMI
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MIH
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UBS Group
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BlackRock
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American Century Companies
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YLHM
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Renaissance Technologies
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Citigroup
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