Oldfield Partners’s Arrow Electronics ARW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$46.8M Buy
367,300
+36,800
+11% +$4.69M 16.08% 4
2025
Q1
$34.3M Sell
330,500
-7,400
-2% -$768K 10.03% 5
2024
Q4
$38.2M Sell
337,900
-112,300
-25% -$12.7M 11.08% 5
2024
Q3
$59.8M Sell
450,200
-122,700
-21% -$16.3M 12.64% 3
2024
Q2
$69.2M Sell
572,900
-250,000
-30% -$30.2M 13.07% 2
2024
Q1
$107M Buy
+822,900
New +$107M 14.35% 2