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Bill Gates

Bill & Melinda Gates Foundation Trust

Bill Gates Visa Inc, CL-A stake

total: 105

Bill & Melinda Gates Foundation Trust V trades

Total transactions:
2
New positions:
1
Sold out:
1
Held since:
2023 Q3
Held for:
1 quarter
Latest activity:
2023 Q4
According to 2026 Q2 report, Bill Gates doesn't hold any Visa Inc, CL-A (V) shares. To date, the estimated cost basis is nearly $230.01 for "buy" trades and estimated average "sell" price is $230.01. Bill & Melinda Gates Foundation Trust first purchased V in 2023 Q3, initially acquiring 14,000 shares. Since the initial investment in Visa Inc, CL-A (V), Bill & Melinda Gates Foundation Trust has made 1 more transaction.

When did Bill Gates sell Visa Inc, CL-A (V)?

Bill Gates sold off the entire Visa Inc, CL-A (V) position in 2023 Q4.

When did Bill Gates buy Visa Inc, CL-A (V)?

Bill Gates first invested in Visa Inc, CL-A (V) in 2023 Q3 at the reported quarter-end price of $230.01 per share.

What's the cost basis of Bill & Melinda Gates Foundation Trust's V stake?

The estimated cost basis for Visa Inc, CL-A (V) stake is around $230.01 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$230.01
Weighted AVG sell price:
$230.01

Bill Gates's historical trades in Visa Inc, CL-A

2 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2023 Q4
0.00%
0
$230.01
-100% (-14,000)
-0.01%
2023 Q3
0.01%
14,000
$230.01
$3,220,140
new
+0.01%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.