Disciplined Equity 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
$1.15M Buy
11,250
+990
+10% +$101K 0.68% 25
2025
Q1
$795K Sell
10,260
-260
-2% -$20.1K 0.55% 30
2024
Q4
$1.16M Hold
10,520
0.75% 23
2024
Q3
$1.01M Sell
10,520
-1,000
-9% -$96K 0.64% 25
2024
Q2
$1.01M Buy
11,520
+560
+5% +$49.1K 0.67% 26
2024
Q1
$795K Buy
+10,960
New +$795K 0.53% 34