Kingswood Wealth Advisors’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
$658K Sell
6,433
-4,631
-42% -$474K 0.05% 351
2025
Q1
$857K Sell
11,064
-4
-0% -$310 0.08% 279
2024
Q4
$1.22M Sell
11,068
-3,904
-26% -$432K 0.09% 230
2024
Q3
$1.44M Sell
14,972
-1,344
-8% -$129K 0.1% 227
2024
Q2
$1.43M Buy
16,316
+8,660
+113% +$759K 0.13% 172
2024
Q1
$555K Sell
7,656
-6,784
-47% -$492K 0.06% 323
2023
Q4
$850K Buy
14,440
+5,192
+56% +$306K 0.1% 226
2023
Q3
$425K Sell
9,248
-348
-4% -$16K 0.07% 280
2023
Q2
$389K Buy
+9,596
New +$389K 0.12% 165