Gallagher Fiduciary Advisors’s Joby Aviation JOBY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-66,800
Closed -$543K 323
2024
Q4
$543K Buy
66,800
+2,000
+3% +$16.3K 0.11% 130
2024
Q3
$326K Buy
64,800
+500
+0.8% +$2.52K 0.07% 184
2024
Q2
$328K Buy
64,300
+13,600
+27% +$69.4K 0.07% 142
2024
Q1
$272K Buy
50,700
+1,000
+2% +$5.36K 0.01% 159
2023
Q4
$331K Buy
49,700
+1,100
+2% +$7.32K 0.01% 132
2023
Q3
$313K Sell
48,600
-2,300
-5% -$14.8K 0.03% 123
2023
Q2
$522K Buy
50,900
+2,000
+4% +$20.5K 0.04% 122
2023
Q1
$212K Buy
+48,900
New +$212K 0.02% 191