Loring Wolcott & Coolidge Fiduciary Advisors’s Metallus MTUS Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio MTUS Stock Details MTUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$123K	Hold	8,000	–	–	﹤0.01%	326
2025 Q1	$105K	Hold	8,000	–	–	﹤0.01%	327
2024 Q4	$122K	Hold	8,000	–	–	﹤0.01%	329
2024 Q3	$113K	Hold	8,000	–	–	﹤0.01%	329
2024 Q2	$185K	Hold	8,000	–	–	﹤0.01%	282
2024 Q1	$170K	Hold	8,000	–	–	﹤0.01%	285
2023 Q4	$164K	Hold	8,000	–	–	﹤0.01%	295
2023 Q3	$169K	Hold	8,000	–	–	﹤0.01%	302
2023 Q2	$173K	Hold	8,000	–	–	﹤0.01%	305
2023 Q1	$147K	Hold	8,000	–	–	﹤0.01%	306
2022 Q4	$145K	Hold	8,000	–	–	﹤0.01%	304
2022 Q3	$120K	Hold	8,000	–	–	﹤0.01%	333
2022 Q2	$150K	Hold	8,000	–	–	﹤0.01%	318
2022 Q1	$175K	Hold	8,000	–	–	﹤0.01%	317
2021 Q4	$132K	Hold	8,000	–	–	﹤0.01%	355
2021 Q3	$105K	Hold	8,000	–	–	﹤0.01%	381
2021 Q2	$113K	Buy	+8,000	New	+$113K	﹤0.01%	385
2021 Q1	–	Sell	-8,000	Closed	-$37K	–	730
2020 Q4	$37K	Hold	8,000	–	–	﹤0.01%	454
2020 Q3	$28K	Hold	8,000	–	–	﹤0.01%	443
2020 Q2	$31K	Hold	8,000	–	–	﹤0.01%	417
2020 Q1	$26K	Hold	8,000	–	–	﹤0.01%	441
2019 Q4	$63K	Hold	8,000	–	–	﹤0.01%	397
2019 Q3	$50K	Hold	8,000	–	–	﹤0.01%	408
2019 Q2	$65K	Hold	8,000	–	–	﹤0.01%	379
2019 Q1	$87K	Hold	8,000	–	–	﹤0.01%	338
2018 Q4	$70K	Hold	8,000	–	–	﹤0.01%	367
2018 Q3	$119K	Hold	8,000	–	–	﹤0.01%	331
2018 Q2	$131K	Hold	8,000	–	–	﹤0.01%	322
2018 Q1	$122K	Hold	8,000	–	–	﹤0.01%	341
2017 Q4	$122K	Hold	8,000	–	–	﹤0.01%	345
2017 Q3	$132K	Hold	8,000	–	–	﹤0.01%	325
2017 Q2	$127K	Hold	8,000	–	–	﹤0.01%	327
2017 Q1	$151K	Hold	8,000	–	–	﹤0.01%	303
2016 Q4	$124K	Hold	8,000	–	–	﹤0.01%	317
2016 Q3	$84K	Hold	8,000	–	–	﹤0.01%	351
2016 Q2	$77K	Hold	8,000	–	–	﹤0.01%	349
2016 Q1	$73K	Hold	8,000	–	–	﹤0.01%	347
2015 Q4	$67K	Hold	8,000	–	–	﹤0.01%	383
2015 Q3	$216K	Hold	8,000	–	–	0.01%	261
2015 Q2	$216K	Hold	8,000	–	–	0.01%	261
2015 Q1	$212K	Hold	8,000	–	–	0.01%	279
2014 Q4	$296K	Hold	8,000	–	–	0.01%	244
2014 Q3	$372K	Buy	+8,000	New	+$372K	0.01%	212