Monterey Private Wealth’s Joby Aviation JOBY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $82.5K | Buy |
13,709
+1,187
| +9% | +$7.15K | 0.02% | 138 |
|
|
2024
Q4 | $102K | Buy |
+12,522
| New | +$102K | 0.03% | 138 |
|
|
2024
Q3 | – | Sell |
-10,608
| Closed | -$54.1K | – | 127 |
|
|
2024
Q2 | $54.1K | Buy |
10,608
+180
| +2% | +$918 | 0.02% | 118 |
|
|
2024
Q1 | $55.9K | Buy |
10,428
+294
| +3% | +$1.58K | 0.02% | 112 |
|
|
2023
Q4 | $67.4K | Buy |
+10,134
| New | +$67.4K | 0.03% | 105 |
|