We’re making four trades Monday morning. Shortly after the opening bell, we will be selling 100 shares of Danaher at roughly $274.13. Following the trade, Jim Cramer’s Charitable Trust will own 475 shares of Danaher, decreasing its weighting in the portfolio to 4% from 4.84%. In addition, we will be selling 20 shares of Salesforce at roughly $264.89. That will decrease its weighting in the portfolio to 1.62% from 1.78%. We’re also buying 50 shares of Disney at roughly $90.19. The purchase will give us 930 shares of Disney, increasing its weighting to 2.57% from 2.43%. And finally, we’re buying 225 shares of Starbucks at roughly $74.16. That will bring our position to 1,100 shares, boosting its weighting to 2.5% from 1.99%. Now that our trading restrictions are cleared, we are selling some Danaher. We indicated this sale last Friday after the stock hit $275 – a profit-taking level Jim identified during our July Monthly Meeting. The position also is ripe for right-sizing after swelling to nearly 5% thanks to last week’s 12% rally to a new 52-week high, which was fueled by its better-than-expected quarter and the market rotation more generally. We’ll realize a small gain of about 1% on stock purchased in January 2022. We’re also going to lock in gains in Salesforce. The stock has made a nice comeback over the past couple of months, recovering nearly all its losses from its May 29 earnings report when the stock fell 20% after management disappointingly trimmed its outlook . Given the comeback, we think it is appropriate to trim the position. We will realize a solid gain of about 20% on stock purchased in January 2022. On the buy side, we are adding to our Disney position. Shares our down about 8% from our previous 50-share buy in July, which was our first time adding shares since selling a total of 490 shares at an average price of about $118 in April. We think the box office success of
