Morse Asset Management’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
$1.23M Buy
12,000
+3,203
+36% +$328K 0.27% 83
2025
Q1
$682K Sell
8,797
-238
-3% -$18.4K 0.17% 93
2024
Q4
$999K Buy
9,035
+7,755
+606% +$857K 0.23% 84
2024
Q3
$123K Buy
+1,280
New +$123K 0.03% 194