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 |
|