ACR Alpine Capital Research’s Arrow Electronics ARW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$275M	Buy	2,156,373 +2,069,832	+2,392%	+$264M	4.92%	13
2025 Q1	$8.99M	Buy	86,541 +69,214	+399%	+$7.19M	0.19%	20
2024 Q4	$1.96M	Buy	17,327 +4,147	+31%	+$469K	0.04%	33
2024 Q3	$1.75M	Buy	13,180 +2,998	+29%	+$398K	0.05%	31
2024 Q2	$1.23M	Buy	+10,182	New	+$1.23M	0.04%	29