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Kestra Private Wealth Services’s ZIM Integrated Shipping Services ZIM Stock Holding History

Kestra Private Wealth Services’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 		$637K Sell
24,187
-32
-0.1% -$797 0.01% 1080
2025
Q4 		$514K Buy
24,219
+689
+3% +$11.6K 0.01% 1148
2025
Q3 		$319K Sell
23,530
-2,204
-9% -$33.5K ﹤0.01% 1329
2025
Q2 		$414K Buy
25,734
+4,041
+19% +$63.6K 0.01% 1121
2025
Q1 		$317K Buy
+21,693
New +$407K 0.01% 1174
2023
Q4 		– Sell
-10,221
Closed -$107K – 1301
2023
Q3 		$107K Sell
10,221
-1,117
-10% -$14.2K ﹤0.01% 1081
2023
Q2 		$140K Buy
11,338
+1,748
+18% +$28.1K ﹤0.01% 990
2023
Q1 		$226K Buy
+9,590
New +$201K 0.01% 875

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