Carson Wealth (CWM LLC)’s Joby Aviation JOBY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $97K | Buy |
9,156
+689
| +8% | +$7.3K | ﹤0.01% | 2757 |
|
|
2025
Q1 | $51K | Buy |
8,467
+1,088
| +15% | +$6.55K | ﹤0.01% | 2971 |
|
|
2024
Q4 | $60K | Buy |
7,379
+77
| +1% | +$626 | ﹤0.01% | 2657 |
|
|
2024
Q3 | $37K | Sell |
7,302
-13
| -0.2% | -$66 | ﹤0.01% | 2929 |
|
|
2024
Q2 | $37K | Sell |
7,315
-30
| -0.4% | -$152 | ﹤0.01% | 2676 |
|
|
2024
Q1 | $39K | Sell |
7,345
-5,903
| -45% | -$31.3K | ﹤0.01% | 2459 |
|
|
2023
Q4 | $88K | Buy |
13,248
+709
| +6% | +$4.71K | ﹤0.01% | 1835 |
|
|
2023
Q3 | $81K | Buy |
12,539
+69
| +0.6% | +$446 | ﹤0.01% | 1757 |
|
|
2023
Q2 | $128K | Buy |
12,470
+4,169
| +50% | +$42.8K | ﹤0.01% | 1439 |
|
|
2023
Q1 | $36K | Buy |
8,301
+3,649
| +78% | +$15.8K | ﹤0.01% | 2091 |
|
|
2022
Q4 | $16K | Sell |
4,652
-845
| -15% | -$2.91K | ﹤0.01% | 2510 |
|
|
2022
Q3 | $24K | Buy |
5,497
+2,502
| +84% | +$10.9K | ﹤0.01% | 2112 |
|
|
2022
Q2 | $15K | Hold |
2,995
| – | – | ﹤0.01% | 2312 |
|
|
2022
Q1 | $20K | Sell |
2,995
-100
| -3% | -$668 | ﹤0.01% | 2080 |
|
|
2021
Q4 | $23K | Buy |
+3,095
| New | +$23K | ﹤0.01% | 1919 |
|
|
2021
Q2 | $0 | Hold |
50
| – | – | ﹤0.01% | 2931 |
|
|
2021
Q1 | $0 | Hold |
50
| – | – | ﹤0.01% | 2931 |
|
|
2020
Q4 | $0 | Hold |
50
| – | – | ﹤0.01% | 2931 |
|
|
2020
Q3 | $0 | Hold |
50
| – | – | ﹤0.01% | 2931 |
|
|
2020
Q2 | $0 | Hold |
50
| – | – | ﹤0.01% | 2931 |
|
|
2020
Q1 | $0 | Hold |
50
| – | – | ﹤0.01% | 2931 |
|
|
2019
Q4 | $0 | Hold |
50
| – | – | ﹤0.01% | 2931 |
|
|
2019
Q3 | $0 | Hold |
50
| – | – | ﹤0.01% | 2931 |
|
|
2019
Q2 | $0 | Hold |
50
| – | – | ﹤0.01% | 2931 |
|
|
2019
Q1 | $0 | Buy |
+50
| New | – | ﹤0.01% | 3077 |
|