Blue Grotto Capital’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
$21.1M Buy
165,468
+48,968
+42% +$6.24M 2.55% 17
2025
Q1
$12.1M Buy
+116,500
New +$12.1M 1.98% 18