EWM
Evercore Wealth Management’s Joby Aviation JOBY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-40,486
| Closed | -$244K | – | 417 |
|
|
2025
Q1 | $244K | Buy |
40,486
+17,994
| +80% | +$108K | ﹤0.01% | 361 |
|
|
2024
Q4 | $183K | Hold |
22,492
| – | – | ﹤0.01% | 405 |
|
|
2024
Q3 | $113K | Hold |
22,492
| – | – | ﹤0.01% | 410 |
|
|
2024
Q2 | $115K | Hold |
22,492
| – | – | ﹤0.01% | 401 |
|
|
2024
Q1 | $121K | Hold |
22,492
| – | – | ﹤0.01% | 413 |
|
|
2023
Q4 | $150K | Hold |
22,492
| – | – | ﹤0.01% | 416 |
|
|
2023
Q3 | $145K | Buy |
+22,492
| New | +$145K | ﹤0.01% | 391 |
|