Marietta Investment Partners’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
$10.6M Sell
104,023
-3,103
-3% -$317K 2.33% 9
2025
Q1
$8.3M Sell
107,126
-5,838
-5% -$452K 2% 12
2024
Q4
$12.5M Sell
112,964
-208
-0.2% -$23K 2.75% 7
2024
Q3
$10.9M Sell
113,172
-9,992
-8% -$959K 2.3% 9
2024
Q2
$10.8M Sell
123,164
-7,572
-6% -$663K 2.37% 7
2024
Q1
$9.48M Sell
130,736
-3,032
-2% -$220K 2.07% 9
2023
Q4
$7.88M Buy
133,768
+11,424
+9% +$673K 1.96% 10
2023
Q3
$5.63M Buy
122,344
+1,904
+2% +$87.6K 1.58% 19
2023
Q2
$4.88M Buy
120,440
+102,912
+587% +$4.17M 1.26% 26
2023
Q1
$736K Buy
17,528
+6,388
+57% +$268K 0.2% 92
2022
Q4
$338K Buy
+11,140
New +$338K 0.1% 144