Davidson Kahn Capital Management’s Arista Networks ANET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$896K Sell
8,756
-104
-1% -$10.6K 0.57% 37
2025
Q1
$686K Sell
8,860
-60
-0.7% -$4.65K 0.53% 38
2024
Q4
$986K Buy
+8,920
New +$986K 0.91% 31