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Lodestone Wealth Management LLC → ZIM
Lodestone Wealth Management LLC ZIM Position History
ZIM Integrated Shipping Services Ltd. • Transportation & Utilities
Quarters held
5
Latest value
$40K
Q3 2026
Peak value
$40K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $29K |
| Q1 2026 | $36K |
| Q1 2026 | $36K |
| Q2 2026 | $35K |
| Q3 2026 | $40K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $40K | 1.4K | — | — |
| Q2 2026 | $35K | 1.4K | — | — |
| Q1 2026 | $36K | 1.4K | — | — |
| Q1 2026 | $36K | 1.4K | — | — |
| Q4 2025 | $29K | 1.4K | — | — |