RW
Rick W. Allen
Portfolio Range
—
# Trades
20
# Tickers
14
Latest Filing
Jul 16 '26
Monthly Trade Value · Last 12 Months
BUYS SALES
Portfolio Structure (Estimated)
FERG33.5%
ATO33.5%
TSM16.5%
AXP8.2%
KMI8.2%
Disclaimer: Stock positions only, option contracts are excluded. Not investment advice; past disclosed activity does not predict future results.
All Disclosed Trades · 20 total
| Ticker | Asset | Type | Transaction | Amount Range | Est. Return | Owner | Trade Date | PTR Filing |
|---|---|---|---|---|---|---|---|---|
| INTU | Intuit Inc | Stock | Sale | $15.0K–$50K | +14.4% | Spouse | Jun 10 '26 | Jul 16 '26 |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | Stock | Buy | $1.0K–$15K | +2.0% | Spouse | May 08 '26 | Jun 17 '26 |
| AXP | American Express Co | Stock | Buy | $1.0K–$15K | +7.9% | Spouse | May 08 '26 | Jun 17 '26 |
| ACN | Accenture PLC | Stock | Sale | $15.0K–$50K | -2.6% | Spouse | May 08 '26 | Jun 17 '26 |
| SPGI | S&P Global Inc | Stock | Sale | $15.0K–$50K | -6.5% | Spouse | Apr 16 '26 | Jun 08 '26 |
| INTU | Intuit Inc | Stock | Sale | $15.0K–$50K | -16.0% | Spouse | Apr 16 '26 | Jun 08 '26 |
| PG | The Procter & Gamble Co | Stock | Sale | $15.0K–$50K | +1.9% | Spouse | Apr 16 '26 | Jun 08 '26 |
| ABT | Abbott Laboratories | Stock | Sale | $15.0K–$50K | +12.9% | Spouse | Apr 16 '26 | Jun 08 '26 |
| AMP | Ameriprise Financial Inc | Stock | Sale | $50.0K–$100K | +17.9% | Spouse | Apr 15 '26 | Jun 08 '26 |
| KMI | Kinder Morgan, Inc. Common Stock | Stock | Buy | $1.0K–$15K | -5.2% | Spouse | Feb 19 '26 | Mar 11 '26 |
| INTU | Intuit Inc. - Common Stock | Stock | Sale | $1.0K–$15K | -14.8% | Spouse | Feb 19 '26 | Mar 11 '26 |
| TSM | Taiwan Semiconductor Manufacturing Company Ltd. | Stock | Buy | $1.0K–$15K | +16.6% | Spouse | Feb 19 '26 | Mar 11 '26 |
| INTU | Intuit Inc. - Common Stock | Stock | Sale | $15.0K–$50K | -16.5% | Spouse | Feb 18 '26 | Mar 11 '26 |
| SPGI | S&P Global Inc. Common Stock | Stock | Buy | $15.0K–$50K | -25.1% | Spouse | Jan 14 '26 | Feb 17 '26 |
| PAYX | Paychex, Inc. - Common Stock | Stock | Sale | $15.0K–$50K | +8.8% | Spouse | Jan 14 '26 | Feb 17 '26 |
| AWK | American Water Works Company, Inc. Common Stock | Stock | Sale | $50.0K–$100K | +2.2% | Spouse | Jan 14 '26 | Feb 17 '26 |
| FERG | Ferguson PLC | Stock | Buy | $15.0K–$50K | +14.3% | Spouse | Dec 12 '25 | Jan 16 '26 |
| NFLX | Netflix Inc | Stock | Sale | $1.0K–$15K | -22.1% | Spouse | Dec 12 '25 | Jan 16 '26 |
| ACN | Accenture PLC | Stock | Sale | $1.0K–$15K | -31.3% | Spouse | Aug 19 '25 | Sep 15 '25 |
| ATO | Atmos Energy Corp | Stock | Buy | $15.0K–$50K | +2.6% | Spouse | Aug 19 '25 | Sep 15 '25 |