Value Aligned Research 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
Q1 | – | Sell |
-46,828
| Closed | -$5.18M | – | 35 |
|
|
2024
Q4 | $5.18M | Sell |
46,828
-346,568
| -88% | -$38.3M | 1.42% | 18 |
|
|
2024
Q3 | $37.7M | Hold |
393,396
| – | – | 9.81% | 6 |
|
|
2024
Q2 | $34.5M | Sell |
393,396
-21,364
| -5% | -$1.87M | 7.55% | 7 |
|
|
2024
Q1 | $30.1M | Sell |
414,760
-372,904
| -47% | -$27M | 5.93% | 8 |
|
|
2023
Q4 | $46.4M | Sell |
787,664
-13,056
| -2% | -$769K | 11.72% | 3 |
|
|
2023
Q3 | $36.8M | Buy |
800,720
+93,284
| +13% | +$4.29M | 11.6% | 3 |
|
|
2023
Q2 | $28.7M | Buy |
707,436
+316,616
| +81% | +$12.8M | 8.96% | 6 |
|
|
2023
Q1 | $16.4M | Hold |
390,820
| – | – | 5.81% | 6 |
|
|
2022
Q4 | $11.9M | Buy |
+390,820
| New | +$11.9M | 5.37% | 7 |
|