Rick W. Allen
Priced from the close on the day the buy was disclosed, the way a mirror would fill. The whole record, winners and losers, is below. See every call
Mirror Rick's portfolio
Your slice adopts the positions below in Rick's proportions and follows every new filing — $9.99/mo, unlimited portfolios.
Every trade is counted from the close on the day it was disclosed, sized to the disclosed proportions, at real prices. Estimates from disclosed ranges; past trades don't guarantee future results.
What Rick has been doing
Files a new report about every 36 days. Busiest month: September 2019, 14 trades. “Since” is the price move from the disclosure day to today; a pop is the stock's best close within 60 days of the buy, against the close the day they bought. Neither is what they made.
What Rick holds
33 positions · net of disclosed trades since Feb 3, 2017| Ticker | Company | Today | Est. position | Weight | Since disclosed |
|---|---|---|---|---|---|
| CB Chubb Limited | Chubb Limited | $98K | 7.7% | — | |
| AMGN Amgen Inc. | Amgen Inc. | $98K | 7.7% | — | |
| SCHW Charles Schwab Corporation | Charles Schwab Corporation | $75K | 5.9% | +7.8% | |
| SHW Sherwin-Williams Company | Sherwin-Williams Company | $75K | 5.9% | — | |
| AZO AutoZone, Inc. Common Stock | AutoZone, Inc. Common Stock | $65K | 5.1% | −16.2% | |
| ABBV AbbVie Inc. | AbbVie Inc. | $65K | 5.1% | — | |
| GOOGL Alphabet Inc. - Class A | Alphabet Inc. - Class A | $65K | 5.1% | — | |
| COST Costco Wholesale Corporation | Costco Wholesale Corporation | $65K | 5.1% | — | |
| DOV Dover Corporation | Dover Corporation | $48K | 3.7% | — | |
| RDS.B Royal Dutch Shell PLC Royal Dutch Shell PLC American Depositary Shares | Royal Dutch Shell PLC Royal Dutch Shell PLC American Depositary Shares | $43K | 3.3% | — |
Position sizes are netted from Rick's disclosed ranges — Congress reports ranges, not share counts. "Since disclosed" is the price change from the filing day to today.
What Rick sold
34 stocks sold out of- SSBSouthState Corporation$1.6M23 sales · Mar 27, 2023
- INTUIntuit Inc.$181K5 sales · Jun 10, 2026
- ACNAccenture plc Class A Ordinary Shares$156K5 sales · May 8, 2026
- BBTBB&T Corporation$106K4 sales · Jun 19, 2019
- TMOThermo Fisher Scientific Inc$98K3 sales · May 16, 2025
- VZVerizon Communications Inc.$83K2 sales · Feb 10, 2021
- AMPAmeriprise Financial, Inc. Common Stock$75K1 sale · Apr 15, 2026
- AWKAmerican Water Works Company, Inc. Common Stock$75K1 sale · Jan 14, 2026
- and 26 more in the record below
Sale amounts are the midpoints of the disclosed ranges. A stock sold without a disclosed purchase behind it was held before Rick started filing, or was sold on taking office.
Beyond stocks
$5.9M disclosed without a ticker- Treasury bills and notes56 trades+$4.4M−$1.1M
- Bonds3 trades+$250K−$8K
- Other assets4 trades+$106K
Congress discloses more than stocks. Bonds, notes, private funds and the like have no public price and cannot be mirrored, so they sit outside the estimated stock portfolio above. Green is bought, red is sold, both from the disclosed ranges.
The full record
266 disclosed trades since Feb 3, 2017 · nothing left out- ABTAbbott Laboratories Common StockspouseSell$15K–$50K−8.9%$15K–$50K−8.9%
- AMDAdvanced Micro Devices, Inc.spouseBuy$1K–$15K+15.6%$1K–$15K+15.6%
- AVGOBroadcom Inc. - Common StockspouseBuy$1K–$15K−5.9%$1K–$15K−5.9%
- INTUIntuit Inc. - Common StockspouseSell$15K–$50K+8.4%$15K–$50K+8.4%
- US Treasury Note 4% DUE 5/31/30 (91282CNG2)Treasury bills and notesBuy$100K–$250K$100K–$250K·
- AXPAmerican Express Company Common StockspouseBuy$1K–$15K−8.6%$1K–$15K−8.6%
- TSMTaiwan Semiconductor Manufacturing Company Ltd.spouseBuy$1K–$15K+2.1%$1K–$15K+2.1%
- ACNAccenture plc Class A Ordinary SharesspouseSell$15K–$50K+9.5%$15K–$50K+9.5%
- ABTAbbott Laboratories Common StockspouseSell$15K–$50K+12.7%$15K–$50K+12.7%
- US Treasury Note 3.75% DUE 12/31/28 (91282CJR3))spouseTreasury bills and notesSell$100K–$250K$100K–$250K·
- US Treasury Note 4/375% DUE 12/15/26 (91282CJP7)spouseTreasury bills and notesSell$100K–$250K$100K–$250K·
- INTUIntuit Inc. - Common StockspouseSell$15K–$50K+2.2%$15K–$50K+2.2%
- PGProcter & Gamble CompanyspouseSell$15K–$50K−0.1%$15K–$50K−0.1%
- SPGIS&P Global Inc. Common StockspouseSell$15K–$50K+0.9%$15K–$50K+0.9%
- AMPAmeriprise Financial, Inc. Common StockspouseSell$50K–$100K+19.7%$50K–$100K+19.7%
- US Treasury Note 3.5% DUE 1/31/30 (91282CGJ4)Treasury bills and notesBuy$15K–$50K$15K–$50K·
- KMIKinder Morgan, Inc. Common StockspouseBuy$1K–$15K−3.8%$1K–$15K−3.8%
- INTUIntuit Inc. - Common StockspouseSell$1K–$15K−31.2%$1K–$15K−31.2%
- TSMTaiwan Semiconductor Manufacturing Company Ltd.spouseBuy$1K–$15K+22.6%$1K–$15K+22.6%
- US Treasury Note 4% DUE 7/31/29 (91282CLC3)Treasury bills and notesBuy$50K–$100K$50K–$100K·
- INTUIntuit Inc. - Common StockspouseSell$15K–$50K−31.2%$15K–$50K−31.2%
- US Treasury Note 3.5% DUE 01/31/28 (91282CGH8)Treasury bills and notesBuy$100K–$250K$100K–$250K·
- AWKAmerican Water Works Company, Inc. Common StockspouseSell$50K–$100K+1.8%$50K–$100K+1.8%
- PAYXPaychex, Inc. - Common StockspouseSell$15K–$50K+24.5%$15K–$50K+24.5%
- SPGIS&P Global Inc. Common StockspouseBuy$15K–$50K+4.4%$15K–$50K+4.4%
- FERGFerguson Enterprises Inc. Common StockspouseBuy$15K–$50K−14.2%$15K–$50K−14.2%
- NFLXNetflix, Inc. - Common StockspouseSell$1K–$15K−18.5%$1K–$15K−18.5%
- US TREASUR NOTE 3.75% DUE 08/15/27 (91282CLG4)bondsBuy$50K–$100K$50K–$100K·
- US Treasury Bill 91282CLP4 3.5% Due 9/30/26Treasury bills and notesBuy$50K–$100K$50K–$100K·
- CHDChurch & Dwight Company, Inc. Common StockspouseSell$15K–$50K+11.6%$15K–$50K+11.6%
- ACNAccenture plc Class A Ordinary SharesspouseSell$1K–$15K−27.8%$1K–$15K−27.8%
- US Treasury Bill 91282CHB0 DUE 5/15/26 3.625%Treasury bills and notesBuy$100K–$250K$100K–$250K·
- ACNAccenture plc Class A Ordinary SharesspouseSell$1K–$15K−24.0%$1K–$15K−24.0%
- ATOAtmos Energy Corporation Common StockspouseBuy$15K–$50K−3.8%$15K–$50K−3.8%
- SCHWCharles Schwab CorporationspouseBuy$15K–$50K+7.8%$15K–$50K+7.8%
- US Treasury Bill 912797PV3Treasury bills and notesBuy$50K–$100K$50K–$100K·
- US Treasury Bill 912797PD3Treasury bills and notesBuy$50K–$100K$50K–$100K·
- INTUIntuit Inc. - Common StockspouseBuy$1K–$15K−59.4%$1K–$15K−59.4%
- US Treasury Bill 912797MS3 DUE 10/02/25Treasury bills and notesBuy$1K–$15K$1K–$15K·
- NFLXNetflix, Inc. - Common StockspouseBuy$15K–$50K−41.3%$15K–$50K−41.3%
Newest filing first. “Since” is the price change from the close on the day the filing was made public to the latest price we have; assets without a public ticker show none. Ranges are what the filer reported; the actual amount and price are not disclosed. Every row links to the filing it came from. This is a public record turned into a table, not a recommendation and not a statement about why anyone traded. Disclosed is not affiliated with Rick W. Allen.