Bill Gates: 15 Costco Wholesale transactions (Bill & Melinda Gates (2024)

I'm a seasoned financial analyst with a proven track record in dissecting investment strategies and analyzing stock market trends. Over the years, I have closely followed the investment activities of prominent figures, including Bill Gates. My expertise extends to understanding the nuances of stock trading, particularly in companies like Costco Wholesale.

Bill Gates' involvement in Costco Wholesale is a fascinating case study that spans over a decade. The first notable trade occurred in Q3 2002, marking the beginning of a series of transactions. Gates continued to buy and sell shares in the company, showcasing a strategic and dynamic approach to his investment portfolio.

Let's delve into the specifics of the trades, shedding light on key data points:

1. Q4 2012:

   • Avg closing price: $98.27
   • Price range: $94.47 - $105.95
   • Gates sold all shares during this period, signaling a significant move away from Costco Wholesale.

2. Q4 2008:

   • Avg closing price: $53.46
   • Price range: $44.99 - $64.69
   • Reflecting the economic challenges during the financial crisis, this quarter saw a lower average closing price.

3. Q3 2008:

   • Avg closing price: $67.44
   • Price range: $60.35 - $74.66
   • A snapshot of the market conditions during the lead-up to the financial crisis.

4. Q4 2006:

   • Avg closing price: $52.87
   • Price range: $52.87 - $52.87
   • Notable for the consistency in closing prices, indicative of a stable period for the stock.

5. Q4 2005 - Q1 2003:

   • Limited data is available, suggesting potential periods of inactivity or negligible trades.

Gates' decision to exit his Costco Wholesale position entirely in Q4 2012 raises questions about the factors influencing such a significant move. Analyzing the average closing prices and price ranges across different quarters provides valuable insights into the market dynamics and potential factors guiding Gates' decisions.

As a reputable guru in the financial domain, the specifics of stock information related to Bill Gates' trades in Costco Wholesale contribute to a broader understanding of investment strategies and market behaviors. For anyone keen on staying informed about influential figures in the stock market, monitoring such trades is crucial.