Geneos Wealth Management’s ZIM Integrated Shipping Services ZIM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.41K | Sell |
150
-350
| -70% | -$5.63K | ﹤0.01% | 2771 |
|
2025
Q1 | $7.3K | Buy |
500
+350
| +233% | +$5.11K | ﹤0.01% | 2665 |
|
2024
Q4 | $3.22K | Sell |
150
-4,600
| -97% | -$98.8K | ﹤0.01% | 2468 |
|
2024
Q3 | $122K | Sell |
4,750
-3,000
| -39% | -$77K | ﹤0.01% | 903 |
|
2024
Q2 | $172K | Hold |
7,750
| – | – | 0.01% | 741 |
|
2024
Q1 | $78.4K | Buy |
7,750
+100
| +1% | +$1.01K | ﹤0.01% | 926 |
|
2023
Q4 | $75.5K | Hold |
7,650
| – | – | ﹤0.01% | 929 |
|
2023
Q3 | $79.9K | Hold |
7,650
| – | – | ﹤0.01% | 930 |
|
2023
Q2 | $94.8K | Sell |
7,650
-1,500
| -16% | -$18.6K | 0.01% | 891 |
|
2023
Q1 | $216K | Buy |
+9,150
| New | +$216K | 0.01% | 639 |
|
2022
Q4 | – | Sell |
-550
| Closed | -$12K | – | 2106 |
|
2022
Q3 | $12K | Sell |
550
-5,341
| -91% | -$117K | ﹤0.01% | 1479 |
|
2022
Q2 | $254K | Buy |
5,891
+4,340
| +280% | +$187K | 0.01% | 668 |
|
2022
Q1 | $112K | Buy |
+1,551
| New | +$112K | ﹤0.01% | 1050 |
|