JWCA
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J.W. Cole Advisors’s ZIM Integrated Shipping Services ZIM Stock Holding History

J.W. Cole Advisors’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 		$356K Buy
13,523
+44
+0.3% +$1.1K 0.01% 582
2025
Q4 		$284K Sell
13,479
-183
-1% -$3.07K 0.01% 1125
2025
Q3 		$185K Buy
13,662
+2,083
+18% +$31.6K ﹤0.01% 1446
2025
Q2 		$186K Buy
+11,579
New +$182K ﹤0.01% 1367
2023
Q3 		– Sell
-44,978
Closed -$557K – 799
2023
Q2 		$557K Buy
44,978
+10,456
+30% +$168K 0.04% 395
2023
Q1 		$814K Buy
+34,522
New +$725K 0.06% 331
2022
Q2 		– Sell
-2,854
Closed -$208K – 833
2022
Q1 		$208K Sell
2,854
-1,898
-40% -$131K 0.01% 737
2021
Q4 		$280K Sell
4,752
-2,499
-34% -$128K 0.02% 675
2021
Q3 		$368K Sell
7,251
-292
-4% -$13.6K 0.03% 309
2021
Q2 		$339K Buy
+7,543
New +$291K 0.03% 546

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