Mark Sheptoff Financial Planning’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 | $74K | Buy |
4,600
+3,100
| +207% | +$49.9K | 0.04% | 153 |
|
|
2025
Q1 | $21.9K | Sell |
1,500
-2,800
| -65% | -$40.9K | 0.01% | 242 |
|
|
2024
Q4 | $92.3K | Buy |
4,300
+900
| +26% | +$19.3K | 0.05% | 127 |
|
|
2024
Q3 | $87.2K | Buy |
3,400
+1,900
| +127% | +$48.8K | 0.05% | 136 |
|
|
2024
Q2 | $33.3K | Hold |
1,500
| – | – | 0.02% | 211 |
|
|
2024
Q1 | $15.2K | Hold |
1,500
| – | – | 0.01% | 260 |
|
|
2023
Q4 | $14.8K | Hold |
1,500
| – | – | 0.01% | 254 |
|
|
2023
Q3 | $15.7K | Hold |
1,500
| – | – | 0.01% | 232 |
|
|
2023
Q2 | $18.6K | Sell |
1,500
-27,144
| -95% | -$336K | 0.01% | 229 |
|
|
2023
Q1 | $675K | Hold |
28,644
| – | – | 0.39% | 46 |
|
|
2022
Q4 | $492K | Sell |
28,644
-7,549
| -21% | -$130K | 0.29% | 56 |
|
|
2022
Q3 | $851K | Buy |
36,193
+2,642
| +8% | +$62.1K | 0.52% | 41 |
|
|
2022
Q2 | $1.59M | Buy |
33,551
+2,751
| +9% | +$130K | 0.91% | 23 |
|
|
2022
Q1 | $2.24M | Buy |
30,800
+3,880
| +14% | +$282K | 1.13% | 20 |
|
|
2021
Q4 | $1.59M | Buy |
26,920
+7,290
| +37% | +$429K | 0.76% | 28 |
|
|
2021
Q3 | $995K | Buy |
19,630
+5,600
| +40% | +$284K | 0.55% | 35 |
|
|
2021
Q2 | $630K | Buy |
+14,030
| New | +$630K | 0.34% | 55 |
|