Disciplined Growth Investors’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
$208M Buy
2,031,563
+415,102
+26% +$42.5M 3.97% 7
2025
Q1
$125M Sell
1,616,461
-788,842
-33% -$61.1M 2.59% 14
2024
Q4
$266M Sell
2,405,303
-47,465
-2% -$5.25M 5.06% 4
2024
Q3
$235M Buy
2,452,768
+39,824
+2% +$3.82M 4.45% 5
2024
Q2
$211M Sell
2,412,944
-45,528
-2% -$3.99M 3.98% 5
2024
Q1
$178M Sell
2,458,472
-61,500
-2% -$4.46M 3.25% 8
2023
Q4
$148M Sell
2,519,972
-51,988
-2% -$3.06M 3.24% 10
2023
Q3
$118M Sell
2,571,960
-58,628
-2% -$2.7M 2.81% 13
2023
Q2
$107M Sell
2,630,588
-106,432
-4% -$4.31M 2.41% 16
2023
Q1
$115M Sell
2,737,020
-392,512
-13% -$16.5M 2.95% 13
2022
Q4
$94.9M Sell
3,129,532
-6,888
-0.2% -$209K 2.43% 16
2022
Q3
$88.5M Sell
3,136,420
-4,000
-0.1% -$113K 2.46% 17
2022
Q2
$73.6M Buy
3,140,420
+55,256
+2% +$1.29M 1.98% 23
2022
Q1
$107M Buy
3,085,164
+22,700
+0.7% +$789K 2.33% 16
2021
Q4
$110M Sell
3,062,464
-43,680
-1% -$1.57M 2.22% 18
2021
Q3
$66.7M Sell
3,106,144
-100,912
-3% -$2.17M 1.32% 31
2021
Q2
$72.6M Buy
3,207,056
+63,952
+2% +$1.45M 1.39% 32
2021
Q1
$59.3M Buy
3,143,104
+2,102,912
+202% +$39.7M 1.2% 33
2020
Q4
$18.9M Sell
1,040,192
-37,328
-3% -$678K 0.36% 53
2020
Q3
$13.9M Sell
1,077,520
-32,416
-3% -$419K 0.33% 57
2020
Q2
$14.6M Sell
1,109,936
-479,600
-30% -$6.3M 0.35% 54
2020
Q1
$20.1M Buy
+1,589,536
New +$20.1M 0.46% 47