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Meritage Portfolio Management’s Arista Networks ANET Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$16.7M Sell
163,362
-11,211
-6% -$1.15M 1.06% 17
2025
Q1
$13.5M Sell
174,573
-3,778
-2% -$293K 0.9% 26
2024
Q4
$19.7M Buy
178,351
+132,696
+291% +$14.7M 1.22% 11
2024
Q3
$17.5M Sell
45,655
-496
-1% -$190K 1.07% 15
2024
Q2
$16.2M Sell
46,151
-740
-2% -$259K 1.02% 16
2024
Q1
$13.6M Sell
46,891
-2,284
-5% -$662K 0.87% 23
2023
Q4
$11.6M Buy
49,175
+3,170
+7% +$747K 0.76% 22
2023
Q3
$8.46M Buy
46,005
+396
+0.9% +$72.8K 0.62% 40
2023
Q2
$7.39M Buy
+45,609
New +$7.39M 0.52% 52