Giverny Capital’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 | $49.4M | Buy |
482,561
+16,033
| +3% | +$1.64M | 1.69% | 22 |
|
|
2025
Q1 | $36.1M | Buy |
466,528
+56,100
| +14% | +$4.35M | 1.33% | 26 |
|
|
2024
Q4 | $45.4M | Sell |
410,428
-16,252
| -4% | -$1.8M | 1.66% | 23 |
|
|
2024
Q3 | $40.9M | Buy |
426,680
+36,204
| +9% | +$3.47M | 1.56% | 23 |
|
|
2024
Q2 | $34.2M | Buy |
390,476
+8,024
| +2% | +$703K | 1.45% | 26 |
|
|
2024
Q1 | $27.7M | Sell |
382,452
-15,324
| -4% | -$1.11M | 1.13% | 29 |
|
|
2023
Q4 | $23.4M | Buy |
397,776
+2,976
| +0.8% | +$175K | 1.1% | 26 |
|
|
2023
Q3 | $18.2M | Sell |
394,800
-21,028
| -5% | -$967K | 0.99% | 28 |
|
|
2023
Q2 | $16.8M | Buy |
415,828
+14,020
| +3% | +$568K | 0.89% | 27 |
|
|
2023
Q1 | $16.9M | Sell |
401,808
-3,132
| -0.8% | -$131K | 1.02% | 26 |
|
|
2022
Q4 | $12.3M | Buy |
404,940
+29,008
| +8% | +$880K | 0.76% | 27 |
|
|
2022
Q3 | $10.6M | Buy |
375,932
+13,616
| +4% | +$384K | 0.72% | 29 |
|
|
2022
Q2 | $8.49M | Buy |
362,316
+7,376
| +2% | +$173K | 0.56% | 28 |
|
|
2022
Q1 | $12.3M | Buy |
354,940
+6,396
| +2% | +$222K | 0.7% | 26 |
|
|
2021
Q4 | $12.5M | Sell |
348,544
-37,824
| -10% | -$1.36M | 0.67% | 26 |
|
|
2021
Q3 | $8.3M | Buy |
386,368
+129,792
| +51% | +$2.79M | 0.49% | 26 |
|
|
2021
Q2 | $5.81M | Sell |
256,576
-17,536
| -6% | -$397K | 0.35% | 26 |
|
|
2021
Q1 | $5.17M | Buy |
274,112
+13,008
| +5% | +$245K | 0.35% | 26 |
|
|
2020
Q4 | $4.74M | Buy |
261,104
+36,384
| +16% | +$661K | 0.36% | 26 |
|
|
2020
Q3 | $2.91M | Buy |
224,720
+59,200
| +36% | +$766K | 0.27% | 27 |
|
|
2020
Q2 | $2.17M | Buy |
+165,520
| New | +$2.17M | 0.22% | 29 |
|