Bill Gates - Gates Foundation Trust
217 trades
· 200 closed
· 17 open
· Win rate: 38.2%
· Avg return: +23.7%
· Median return: 0%
⚠ 37 of these positions have a value-scale error in the underlying SEC filing
(an entry or exit price ≥25× off the rest of the holding), so their return is unreliable. They are marked
data error below and excluded from the stats above, but their
quarter-by-quarter filing history is still attached — open History on any row to see it exactly as filed.
| Stock | Entry Quarter |
Entry Price |
Exit Quarter |
Exit / Current Price |
Return | Status | Filings |
|---|---|---|---|---|---|---|---|
| Q4 2002 | $65.60 | Q1 2004 | $44.64 | -31.95% | Closed | History | |
| Q3 2004 | $68.32 | Q3 2006 | $45.00 | -34.13% | Closed | History | |
| Q1 2018 | $12.21 | Q4 2020 | $7.53 | -38.30% | Closed | History | |
| Q1 2018 | $12.45 | Q4 2020 | $7.56 | -39.29% | Closed | History | |
| Q3 2015 | $33.69 | Q4 2017 | $20.15 | -40.19% | Closed | History | |
| Q1 2010 | $49.90 | Q4 2011 | $29.02 | -41.84% | Closed | History | |
| Q3 2015 | $34.24 | Q4 2017 | $19.89 | -41.91% | Closed | History | |
| Q4 2022 | $45.55 | Open | $24.81 | -45.53% | Open | History | |
| Q1 2004 | $31.57 | Q2 2005 | $15.66 | -50.40% | Closed | History | |
| Q2 2022 | $1.25 | Q4 2023 | $0.60 | -52.00% | Closed | History | |
| Q3 2021 | $17.59 | Q4 2022 | $8.05 | -54.24% | Closed | History | |
| Q1 2014 | $10.08 | Q2 2020 | $4.19 | -58.43% | Closed | History | |
| Q1 2020 | $43.12 | Open | $16.13 | -62.59% | Open | History | |
| Q1 2021 | $49.35 | Open | $17.74 | -64.05% | Open | History | |
| Q2 2007 | $14.24 | Q1 2009 | $4.10 | -71.21% | Closed | History | |
| Q3 2007 | $67.65 | Q3 2008 | $3.33 | -95.08% | Closed | History | |
| Q1 2006 | $9.37 | Q3 2007 | $0.35 | -96.26% | Closed | History | |
| Q3 2002 | $6.22 | Open | $124.79 | data error | Open | History | |
| Q4 2005 | $57.77 | Open | $933.34 | data error | Open | History | |
| Q3 2002 | $23.32 | Open | $234.27 | data error | Open | History | |
| Q2 2005 | $65.28 | Open | $313.66 | data error | Open | History | |
| Q2 2005 | $26.71 | Open | $103.39 | data error | Open | History | |
| Q3 2002 | $31.90 | Q3 2014 | $94.05 | data error | Closed | History | |
| Q2 2007 | $36.27 | Q3 2014 | $80.53 | data error | Closed | History | |
| Q1 2003 | $17.98 | Q3 2012 | $36.36 | data error | Closed | History | |
| Q4 2002 | $21.92 | Q3 2014 | $42.66 | data error | Closed | History | |
| Q1 2006 | $5.16 | Q2 2009 | $9.72 | data error | Closed | History | |
| Q2 2007 | $50.76 | Q3 2014 | $94.81 | data error | Closed | History | |
| Q3 2002 | $81.79 | Q3 2005 | $123.04 | data error | Closed | History | |
| Q3 2002 | $31.80 | Q1 2009 | $43.04 | data error | Closed | History | |
| Q3 2002 | $24.59 | Q3 2004 | $33.13 | data error | Closed | History | |
| Q3 2002 | $6.35 | Q2 2003 | $8.40 | data error | Closed | History | |
| Q3 2002 | $38.88 | Q1 2003 | $43.30 | data error | Closed | History | |
| Q3 2002 | $1.47 | Q3 2003 | $1.63 | data error | Closed | History | |
| Q3 2002 | $26.10 | Q4 2009 | $28.93 | data error | Closed | History | |
| Q3 2002 | $23.80 | Q3 2003 | $25.66 | data error | Closed | History | |
| Q3 2007 | $44.47 | Q1 2009 | $45.05 | data error | Closed | History | |
| Q3 2002 | $62.20 | Q4 2003 | $61.16 | data error | Closed | History | |
| Q3 2002 | $54.08 | Q1 2009 | $52.60 | data error | Closed | History | |
| Q1 2005 | $24.58 | Q3 2008 | $21.91 | data error | Closed | History | |
| Q3 2007 | $44.34 | Q3 2008 | $35.02 | data error | Closed | History | |
| Q3 2002 | $39.90 | Q3 2015 | $30.56 | data error | Closed | History | |
| Q2 2006 | $26.49 | Q2 2008 | $19.28 | data error | Closed | History | |
| Q3 2002 | $55.34 | Q1 2009 | $33.41 | data error | Closed | History | |
| Q3 2002 | $45.71 | Q1 2009 | $26.75 | data error | Closed | History | |
| Q3 2002 | $27.53 | Q1 2009 | $12.92 | data error | Closed | History | |
| Q3 2007 | $8.76 | Q3 2008 | $4.01 | data error | Closed | History | |
| Q1 2008 | $131,400.00 | Q2 2008 | $47,130.00 | data error | Closed | History | |
| Q1 2004 | $26.17 | Q3 2011 | $0.78 | data error | Closed | History | |
| Q3 2006 | $3,174.00 | Q1 2010 | $81.27 | data error | Closed | History | |
| Q2 2008 | $7.25 | Q2 2010 | $0.08 | data error | Closed | History | |
| Q1 2008 | $10.30 | Q3 2008 | $0.08 | data error | Closed | History | |
| Q1 2008 | $530,840.00 | Q3 2008 | $111.98 | data error | Closed | History | |
| Q4 2002 | $222,171.88 | Q4 2021 | $9.37 | data error | Closed | History |
Entry/exit prices and returns are split-adjusted to today's share basis.
The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split
quarter's price will look higher than the split-adjusted entry above.