Total Wealth Planning & Management’s Joby Aviation JOBY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$298K Buy
28,264
+3,142
+13% +$33.1K 0.24% 146
2025
Q1
$151K Sell
25,122
-9,898
-28% -$59.6K 0.14% 159
2024
Q4
$285K Buy
+35,020
New +$285K 0.26% 123