EP Wealth Advisors’s Joby Aviation JOBY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $403K | Buy |
38,228
+821
| +2% | +$8.66K | ﹤0.01% | 873 |
|
|
2025
Q1 | $225K | Buy |
37,407
+3,909
| +12% | +$23.5K | ﹤0.01% | 1074 |
|
|
2024
Q4 | $272K | Sell |
33,498
-3,871
| -10% | -$31.5K | ﹤0.01% | 915 |
|
|
2024
Q3 | $188K | Buy |
37,369
+5,000
| +15% | +$25.2K | ﹤0.01% | 1061 |
|
|
2024
Q2 | $165K | Buy |
+32,369
| New | +$165K | ﹤0.01% | 782 |
|
|
2022
Q4 | – | Sell |
-10,000
| Closed | -$43K | – | 632 |
|
|
2022
Q3 | $43K | Buy |
+10,000
| New | +$43K | ﹤0.01% | 332 |
|