IFP Advisors’s ZIM Integrated Shipping Services ZIM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$358K	Buy	13,594 +13,235	+3,687%	+$330K	0.01%	1109
2025 Q4	$7.62K	Sell	359 -35	-9%	-$587	﹤0.01%	3207
2025 Q3	$5.34K	Buy	394 +194	+97%	+$2.94K	﹤0.01%	3213
2025 Q2	$3.22K	Hold	200	–	–	﹤0.01%	3662
2025 Q1	$2.92K	Hold	200	–	–	﹤0.01%	3023
2024 Q4	$4.29K	Hold	200	–	–	﹤0.01%	2844
2024 Q3	$5.13K	Sell	200 -2,000	-91%	-$38.9K	﹤0.01%	2663
2024 Q2	$48.8K	Hold	2,200	–	–	﹤0.01%	1699
2024 Q1	$22.3K	Buy	2,200 +100	+5%	+$1.21K	﹤0.01%	1920
2023 Q4	$20.7K	Sell	2,100 -400	-16%	-$3.36K	﹤0.01%	1898
2023 Q3	$26.1K	Sell	2,500 -1,000	-29%	-$12.7K	﹤0.01%	1812
2023 Q2	$43.4K	Buy	3,500 +1,000	+40%	+$16.1K	﹤0.01%	1666
2023 Q1	$28.8K	Sell	2,500 -2,205	-47%	-$46.3K	﹤0.01%	1854
2022 Q4	$54K	Sell	4,705 -1,608	-25%	-$35.8K	﹤0.01%	2192
2022 Q3	$74K	Buy	6,313 +4,250	+206%	+$176K	﹤0.01%	2080
2022 Q2	$26K	Hold	2,063	–	–	﹤0.01%	2651
2022 Q1	$26K	Sell	2,063 -231	-10%	-$16K	﹤0.01%	2651
2021 Q4	$135K	Buy	2,294 +1,894	+474%	+$96.9K	﹤0.01%	1139
2021 Q3	$20K	Buy	+400	New	+$18.7K	﹤0.01%	1994
2021 Q2	–	Hold	0	–	–	–	4521