RW
Rick W. Allen
Portfolio Range
—
# Trades
32
# Tickers
19
Latest Filing
Oct 15 '26
Monthly Trade Value · Last 12 Months
BUYS SALES
Portfolio Structure (Estimated)
FERG22.4%
ATO22.4%
TSM16.6%
AVGO16.6%
AMD11.0%
AXP5.5%
KMI5.5%
Disclaimer: Stock positions only, option contracts are excluded. Not investment advice; past disclosed activity does not predict future results.
All Disclosed Trades · 32 total
| Ticker | Asset | Type | Transaction | Amount Range | Est. Return | Owner | Trade Date | PTR Filing |
|---|---|---|---|---|---|---|---|---|
| AZO | AutoZone Inc | Stock | Sale | $15K–$50K | +10.6% | Spouse | Sep 22 '26 | Oct 15 '26 |
| COST | Costco Wholesale Corp | Stock | Sale | $1K–$15K | +12.1% | Spouse | Sep 18 '26 | Oct 15 '26 |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | Stock | Buy | $1K–$15K | -2.5% | Spouse | Aug 12 '26 | Sep 23 '26 |
| AVGO | Broadcom Inc | Stock | Buy | $1K–$15K | -22.7% | Spouse | Aug 12 '26 | Sep 23 '26 |
| ROL | ROLLINS Inc | Stock | Sale | $15K–$50K | -4.7% | Spouse | Aug 12 '26 | Sep 23 '26 |
| AMD | Advanced Micro Devices, Inc. | Stock | Buy | $1K–$15K | -5.7% | Spouse | Jul 14 '26 | Aug 19 '26 |
| ABT | Abbott Laboratories Common Stock | Stock | Sale | $15K–$50K | +16.6% | Spouse | Jul 14 '26 | Aug 19 '26 |
| AVGO | Broadcom Inc. - Common Stock | Stock | Buy | $1K–$15K | -17.3% | Spouse | Jul 14 '26 | Aug 19 '26 |
| ABT | Abbott Laboratories | Stock | Sale | $15K–$50K | +16.6% | Spouse | Jul 14 '26 | Aug 19 '26 |
| AMD | Advanced Micro Devices, Inc. | Stock | Buy | $1K–$15K | -3.3% | Spouse | Jul 13 '26 | Aug 19 '26 |
| AVGO | Broadcom Inc. - Common Stock | Stock | Buy | $1K–$15K | -16.2% | Spouse | Jul 13 '26 | Aug 19 '26 |
| ABT | Abbott Laboratories Common Stock | Stock | Sale | $15K–$50K | +12.6% | Spouse | Jul 13 '26 | Aug 19 '26 |
| INTU | Intuit Inc | Stock | Sale | $15K–$50K | +20.8% | Spouse | Jun 10 '26 | Jul 16 '26 |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | Stock | Buy | $1K–$15K | +1.7% | Spouse | May 08 '26 | Jun 17 '26 |
| AXP | American Express Co | Stock | Buy | $1K–$15K | -0.9% | Spouse | May 08 '26 | Jun 17 '26 |
| ACN | Accenture PLC | Stock | Sale | $15K–$50K | +38.2% | Spouse | May 08 '26 | Jun 17 '26 |
| ABT | Abbott Laboratories | Stock | Sale | $15K–$50K | +8.6% | Spouse | Apr 16 '26 | Jun 08 '26 |
| SPGI | S&P Global Inc | Stock | Sale | $15K–$50K | +3.1% | Spouse | Apr 16 '26 | Jun 08 '26 |
| INTU | Intuit Inc | Stock | Sale | $15K–$50K | -11.3% | Spouse | Apr 16 '26 | Jun 08 '26 |
| PG | The Procter & Gamble Co | Stock | Sale | $15K–$50K | +12.5% | Spouse | Apr 16 '26 | Jun 08 '26 |
| AMP | Ameriprise Financial Inc | Stock | Sale | $50K–$100K | +5.1% | Spouse | Apr 15 '26 | Jun 08 '26 |
| TSM | Taiwan Semiconductor Manufacturing Company Ltd. | Stock | Buy | $1K–$15K | +16.1% | Spouse | Feb 19 '26 | Mar 11 '26 |
| INTU | Intuit Inc. - Common Stock | Stock | Sale | $1K–$15K | -10.0% | Spouse | Feb 19 '26 | Mar 11 '26 |
| KMI | Kinder Morgan, Inc. Common Stock | Stock | Buy | $1K–$15K | +5.8% | Spouse | Feb 19 '26 | Mar 11 '26 |
| INTU | Intuit Inc. - Common Stock | Stock | Sale | $15K–$50K | -11.9% | Spouse | Feb 18 '26 | Mar 11 '26 |
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